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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 | $51,234 | $125,778-59.3% | $114,563-55.3% | $154,746-66.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 15.21% | 295.14%-279.9pp | 241.09%-225.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,225 | $2,806-20.7% | $2,592-14.2% | $4,379-49.2% |
| Participant deferral / active EE | $9,956 | $4,445+124.0% | $4,142+140.4% | $6,730+47.9% |
| Admin fee / account holder | $1,754 | $8,190-78.6% | $7,623-77.0% | $14,365-87.8% |