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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 | $49,220 | $97,125-49.3% | $86,233-42.9% | $137,256-64.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 22.96% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,666 | $2,841-6.2% | $2,504+6.5% | $4,156-35.9% |
| Participant deferral / active EE | $6,442 | $5,180+24.4% | $4,559+41.3% | $6,407+0.6% |
| Admin fee / account holder | $838 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |