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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 | $24,187 | $111,535-78.3% | $105,223-77.0% | $137,256-82.4% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 19.95% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,406 | $3,939-38.9% | $3,689-34.8% | $4,156-42.1% |
| Participant deferral / active EE | $4,515 | $5,500-17.9% | $5,072-11.0% | $6,407-29.5% |
| Admin fee / account holder | $1,915 | $9,721-80.3% | $8,859-78.4% | $12,270-84.4% |