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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 | $47,431 | $129,737-63.4% | $119,126-60.2% | $154,746-69.3% |
| Participation rate | 61.9% | 78.9%-16.9pp | 75.8%-13.9pp | 80.7%-18.8pp |
| Annual return | 18.77% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,587 | $4,375-40.9% | $4,034-35.9% | $4,379-40.9% |
| Participant deferral / active EE | $5,375 | $5,842-8.0% | $5,318+1.1% | $6,730-20.1% |
| Admin fee / account holder | $6,589 | $11,961-44.9% | $10,693-38.4% | $14,365-54.1% |