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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 | $40,405 | $88,672-54.4% | $105,223-61.6% | $82,448-51.0% |
| Participation rate | 65.2% | 67.9%-2.7pp | 75.0%-9.8pp | 68.1%-2.9pp |
| Annual return | 24.13% | 30.86%-6.7pp | 180.65%-156.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $2,803 | $3,048-8.0% | $3,689-24.0% | $2,551+9.9% |
| Participant deferral / active EE | $6,682 | $4,036+65.6% | $5,072+31.7% | $4,139+61.4% |
| Admin fee / account holder | $1,247 | $7,146-82.6% | $8,859-85.9% | $7,234-82.8% |