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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 | $63,324 | $102,828-38.4% | $105,387-39.9% | $152,885-58.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.6%-25.4pp | 82.5%-25.3pp |
| Annual return | 24.71% | 20.85%+3.9pp | 26.82%-2.1pp | 345.39%-320.7pp |
| Employer contribution / active EE | $3,065 | $4,473-31.5% | $4,213-27.2% | $4,763-35.6% |
| Participant deferral / active EE | $10,709 | $5,465+96.0% | $5,502+94.6% | $5,851+83.0% |
| Admin fee / account holder | $562 | $8,683-93.5% | $6,559-91.4% | $11,598-95.2% |