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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 | $29,874 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.18% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,041 | $3,939-48.2% | $3,689-44.7% | $4,156-50.9% |
| Participant deferral / active EE | $3,485 | $5,500-36.6% | $5,072-31.3% | $6,407-45.6% |
| Admin fee / account holder | $1,329 | $9,721-86.3% | $8,859-85.0% | $12,270-89.2% |