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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 | $68,833 | $111,535-38.3% | $105,223-34.6% | $137,256-49.9% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 20.23% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,173 | $3,939-44.8% | $3,689-41.1% | $4,156-47.7% |
| Participant deferral / active EE | $5,297 | $5,500-3.7% | $5,072+4.4% | $6,407-17.3% |
| Admin fee / account holder | $464 | $9,721-95.2% | $8,859-94.8% | $12,270-96.2% |