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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 | $37,246 | $111,535-66.6% | $105,223-64.6% | $137,256-72.9% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 18.94% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,710 | $3,939-56.6% | $3,689-53.6% | $4,156-58.9% |
| Participant deferral / active EE | $5,291 | $5,500-3.8% | $5,072+4.3% | $6,407-17.4% |
| Admin fee / account holder | $1,370 | $9,721-85.9% | $8,859-84.5% | $12,270-88.8% |