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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 | $32,225 | $111,535-71.1% | $105,223-69.4% | $137,256-76.5% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 27.76% | 237.85%-210.1pp | 180.65%-152.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $1,627 | $3,939-58.7% | $3,689-55.9% | $4,156-60.9% |
| Participant deferral / active EE | $5,083 | $5,500-7.6% | $5,072+0.2% | $6,407-20.7% |
| Admin fee / account holder | $479 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |