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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 | $57,520 | $101,618-43.4% | $93,063-38.2% | $137,256-58.1% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.32% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,356 | $2,707-13.0% | $2,476-4.8% | $4,156-43.3% |
| Participant deferral / active EE | $4,531 | $4,279+5.9% | $3,958+14.5% | $6,407-29.3% |
| Admin fee / account holder | $512 | $6,198-91.7% | $6,033-91.5% | $12,270-95.8% |