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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 | $24,663 | $114,119-78.4% | $107,187-77.0% | $138,895-82.2% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 27.49% | 273.21%-245.7pp | 204.55%-177.1pp | 145.39%-117.9pp |
| Employer contribution / active EE | $3,304 | $4,059-18.6% | $3,782-12.7% | $4,194-21.2% |
| Participant deferral / active EE | $5,622 | $5,538+1.5% | $5,096+10.3% | $6,396-12.1% |
| Admin fee / account holder | $1,135 | $10,024-88.7% | $9,162-87.6% | $12,562-91.0% |