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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 | $37,553 | $110,410-66.0% | $102,437-63.3% | $145,897-74.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 37.57% | 24.85%+12.7pp | 24.95%+12.6pp | 552.29%-514.7pp |
| Employer contribution / active EE | $1,853 | $4,217-56.1% | $3,871-52.1% | $4,663-60.3% |
| Participant deferral / active EE | $6,532 | $5,622+16.2% | $5,060+29.1% | $6,689-2.4% |
| Admin fee / account holder | $7,810 | $9,745-19.9% | $8,388-6.9% | $13,390-41.7% |