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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 | $111,535-79.9% | $105,223-78.7% | $137,256-83.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 25.83% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,555 | $3,939-9.8% | $3,689-3.6% | $4,156-14.5% |
| Participant deferral / active EE | $5,166 | $5,500-6.1% | $5,072+1.9% | $6,407-19.4% |
| Admin fee / account holder | $3,096 | $9,721-68.2% | $8,859-65.1% | $12,270-74.8% |