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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 | $37,377 | $111,535-66.5% | $105,223-64.5% | $137,256-72.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 21.71% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,916 | $3,939-26.0% | $3,689-20.9% | $4,156-29.8% |
| Participant deferral / active EE | $3,930 | $5,500-28.5% | $5,072-22.5% | $6,407-38.7% |
| Admin fee / account holder | $6,466 | $9,721-33.5% | $8,859-27.0% | $12,270-47.3% |