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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 | $47,296 | $132,634-64.3% | $115,768-59.1% | $137,256-65.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 18.15% | 160.70%-142.6pp | 100.46%-82.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,376 | $3,360-29.3% | $2,940-19.2% | $4,156-42.8% |
| Participant deferral / active EE | $2,557 | $5,619-54.5% | $4,917-48.0% | $6,407-60.1% |
| Admin fee / account holder | $9,351 | $15,028-37.8% | $12,439-24.8% | $12,270-23.8% |