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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 | $59,006 | $111,535-47.1% | $105,223-43.9% | $137,256-57.0% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.0%-32.9pp | 80.0%-37.9pp |
| Annual return | 15.20% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,388 | $3,939-39.4% | $3,689-35.3% | $4,156-42.5% |
| Participant deferral / active EE | $3,604 | $5,500-34.5% | $5,072-28.9% | $6,407-43.7% |
| Admin fee / account holder | $6,465 | $9,721-33.5% | $8,859-27.0% | $12,270-47.3% |