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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,816 | $114,119-75.6% | $107,187-74.0% | $138,895-80.0% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 79.9%-11.5pp |
| Annual return | 21.61% | 273.21%-251.6pp | 204.55%-182.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,335 | $4,059-17.8% | $3,782-11.8% | $4,194-20.5% |
| Participant deferral / active EE | $4,519 | $5,538-18.4% | $5,096-11.3% | $6,396-29.3% |
| Admin fee / account holder | $1,935 | $10,024-80.7% | $9,162-78.9% | $12,562-84.6% |