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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 | $22,368 | $114,119-80.4% | $107,187-79.1% | $138,895-83.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 25.83% | 273.21%-247.4pp | 204.55%-178.7pp | 145.39%-119.6pp |
| Employer contribution / active EE | $3,555 | $4,059-12.4% | $3,782-6.0% | $4,194-15.2% |
| Participant deferral / active EE | $5,166 | $5,538-6.7% | $5,096+1.4% | $6,396-19.2% |
| Admin fee / account holder | $3,096 | $10,024-69.1% | $9,162-66.2% | $12,562-75.4% |