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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 | $38,729 | $106,267-63.6% | $96,520-59.9% | $139,456-72.2% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 20.82% | 38.45%-17.6pp | 35.72%-14.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $2,461 | $4,105-40.1% | $3,739-34.2% | $4,753-48.2% |
| Participant deferral / active EE | $7,636 | $5,454+40.0% | $4,879+56.5% | $6,711+13.8% |
| Admin fee / account holder | $13,154 | $7,882+66.9% | $6,733+95.4% | $11,407+15.3% |