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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 | $61,732 | $111,535-44.7% | $105,223-41.3% | $137,256-55.0% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 80.0%-16.8pp |
| Annual return | 25.76% | 237.85%-212.1pp | 180.65%-154.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,535 | $3,939-35.7% | $3,689-31.3% | $4,156-39.0% |
| Participant deferral / active EE | $5,156 | $5,500-6.3% | $5,072+1.7% | $6,407-19.5% |
| Admin fee / account holder | $617 | $9,721-93.7% | $8,859-93.0% | $12,270-95.0% |