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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 | $52,178 | $129,737-59.8% | $119,126-56.2% | $154,746-66.3% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 20.12% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,306 | $4,375-47.3% | $4,034-42.8% | $4,379-47.3% |
| Participant deferral / active EE | $6,104 | $5,842+4.5% | $5,318+14.8% | $6,730-9.3% |
| Admin fee / account holder | $469 | $11,961-96.1% | $10,693-95.6% | $14,365-96.7% |