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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 | $34,083 | $72,071-52.7% | $68,368-50.1% | $137,256-75.2% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 15.50% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,671 | $2,788-4.2% | $2,649+0.8% | $4,156-35.7% |
| Participant deferral / active EE | $3,284 | $4,410-25.5% | $4,123-20.3% | $6,407-48.7% |
| Admin fee / account holder | $640 | $5,336-88.0% | $5,150-87.6% | $12,270-94.8% |