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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 | $29,631 | $111,535-73.4% | $105,223-71.8% | $137,256-78.4% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 24.22% | 237.85%-213.6pp | 180.65%-156.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,418 | $3,939-38.6% | $3,689-34.4% | $4,156-41.8% |
| Participant deferral / active EE | $3,748 | $5,500-31.9% | $5,072-26.1% | $6,407-41.5% |
| Admin fee / account holder | $495 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |