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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 | $35,528 | $118,708-70.1% | $98,920-64.1% | $158,982-77.7% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 13.46% | 372.49%-359.0pp | 196.47%-183.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $2,795 | $3,334-16.2% | $2,689+3.9% | $4,763-41.3% |
| Participant deferral / active EE | $6,839 | $5,089+34.4% | $4,245+61.1% | $5,983+14.3% |
| Admin fee / account holder | $3,696 | $10,134-63.5% | $6,643-44.4% | $11,252-67.1% |