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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 | $35,135 | $105,200-66.6% | $159,474-78.0% | $85,847-59.1% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-18.0pp | 69.3%-4.5pp |
| Annual return | 17.85% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.8pp |
| Employer contribution / active EE | $3,190 | $3,319-3.9% | $4,831-34.0% | $2,565+24.3% |
| Participant deferral / active EE | $6,709 | $5,946+12.8% | $7,353-8.8% | $3,952+69.8% |
| Admin fee / account holder | $3,254 | $6,934-53.1% | $10,802-69.9% | $6,261-48.0% |