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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 | $60,926 | $111,535-45.4% | $105,223-42.1% | $137,256-55.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.19% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,676 | $3,939-57.5% | $3,689-54.6% | $4,156-59.7% |
| Participant deferral / active EE | $6,316 | $5,500+14.8% | $5,072+24.5% | $6,407-1.4% |
| Admin fee / account holder | $313 | $9,721-96.8% | $8,859-96.5% | $12,270-97.4% |