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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 | $41,223 | $114,119-63.9% | $107,187-61.5% | $138,895-70.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 23.48% | 273.21%-249.7pp | 204.55%-181.1pp | 145.39%-121.9pp |
| Employer contribution / active EE | $2,184 | $4,059-46.2% | $3,782-42.3% | $4,194-47.9% |
| Participant deferral / active EE | $5,256 | $5,538-5.1% | $5,096+3.1% | $6,396-17.8% |
| Admin fee / account holder | $1,411 | $10,024-85.9% | $9,162-84.6% | $12,562-88.8% |