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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 | $44,556 | $111,535-60.1% | $105,223-57.7% | $137,256-67.5% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 80.0%-21.1pp |
| Annual return | 20.52% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,059 | $3,939-22.4% | $3,689-17.1% | $4,156-26.4% |
| Participant deferral / active EE | $6,756 | $5,500+22.8% | $5,072+33.2% | $6,407+5.4% |
| Admin fee / account holder | $503 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |