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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 | $46,338 | $111,535-58.5% | $105,223-56.0% | $137,256-66.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.19% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,604 | $3,939-33.9% | $3,689-29.4% | $4,156-37.4% |
| Participant deferral / active EE | $6,094 | $5,500+10.8% | $5,072+20.2% | $6,407-4.9% |
| Admin fee / account holder | $4,189 | $9,721-56.9% | $8,859-52.7% | $12,270-65.9% |