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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 | $32,796 | $175,212-81.3% | $149,682-78.1% | $139,427-76.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 21.69% | 166.63%-144.9pp | 134.35%-112.7pp | 373.27%-351.6pp |
| Employer contribution / active EE | $1,675 | $5,475-69.4% | $4,818-65.2% | $4,752-64.8% |
| Participant deferral / active EE | $6,652 | $6,520+2.0% | $5,681+17.1% | $6,711-0.9% |
| Admin fee / account holder | $1,325 | $16,150-91.8% | $13,210-90.0% | $11,404-88.4% |