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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 | $41,799 | $129,737-67.8% | $119,126-64.9% | $154,746-73.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 24.92% | 379.08%-354.2pp | 282.11%-257.2pp | 172.34%-147.4pp |
| Employer contribution / active EE | $2,196 | $4,375-49.8% | $4,034-45.6% | $4,379-49.9% |
| Participant deferral / active EE | $8,983 | $5,842+53.8% | $5,318+68.9% | $6,730+33.5% |
| Admin fee / account holder | $1,333 | $11,961-88.9% | $10,693-87.5% | $14,365-90.7% |