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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 | $19,300 | $111,535-82.7% | $105,223-81.7% | $137,256-85.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 20.55% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,180 | $3,939+31.5% | $3,689+40.4% | $4,156+24.6% |
| Participant deferral / active EE | $7,499 | $5,500+36.4% | $5,072+47.9% | $6,407+17.1% |
| Admin fee / account holder | $2,296 | $9,721-76.4% | $8,859-74.1% | $12,270-81.3% |