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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 | $32,748 | $124,336-73.7% | $111,303-70.6% | $167,518-80.5% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 13.78% | 37.45%-23.7pp | 54.66%-40.9pp | 478.71%-464.9pp |
| Employer contribution / active EE | $9,064 | $3,436+163.8% | $2,731+231.8% | $4,838+87.3% |
| Participant deferral / active EE | $4,706 | $5,181-9.2% | $4,487+4.9% | $6,342-25.8% |
| Admin fee / account holder | $3,003 | $10,623-71.7% | $7,966-62.3% | $12,312-75.6% |