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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 | $42,431 | $106,749-60.3% | $145,433-70.8% | $82,448-48.5% |
| Participation rate | 65.1% | 75.6%-10.6pp | 82.1%-17.1pp | 68.1%-3.0pp |
| Annual return | 96.08% | 27.59%+68.5pp | 66.58%+29.5pp | 41.64%+54.4pp |
| Employer contribution / active EE | $3,422 | $3,444-0.7% | $4,554-24.9% | $2,551+34.1% |
| Participant deferral / active EE | $5,832 | $6,519-10.5% | $7,897-26.2% | $4,139+40.9% |
| Admin fee / account holder | $6,400 | $8,390-23.7% | $13,129-51.3% | $7,234-11.5% |