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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 | $61,489 | $97,125-36.7% | $86,233-28.7% | $137,256-55.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.37% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,350 | $2,841+17.9% | $2,504+33.8% | $4,156-19.4% |
| Participant deferral / active EE | $9,086 | $5,180+75.4% | $4,559+99.3% | $6,407+41.8% |
| Admin fee / account holder | $7,574 | $9,725-22.1% | $8,342-9.2% | $12,270-38.3% |