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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 | $40,589 | $148,623-72.7% | $135,974-70.1% | $139,466-70.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 12.30% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,287 | $5,246-56.4% | $4,859-52.9% | $4,754-51.9% |
| Participant deferral / active EE | $4,739 | $8,103-41.5% | $7,760-38.9% | $6,712-29.4% |
| Admin fee / account holder | $1,243 | $12,406-90.0% | $10,767-88.5% | $11,409-89.1% |