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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 | $111,535-53.2% | $105,223-50.4% | $137,256-62.0% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 20.12% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,306 | $3,939-41.5% | $3,689-37.5% | $4,156-44.5% |
| Participant deferral / active EE | $6,104 | $5,500+11.0% | $5,072+20.4% | $6,407-4.7% |
| Admin fee / account holder | $469 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |