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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 | $39,083 | $105,200-62.8% | $159,474-75.5% | $85,847-54.5% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 13.58% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $3,677 | $3,319+10.8% | $4,831-23.9% | $2,565+43.3% |
| Participant deferral / active EE | $6,785 | $5,946+14.1% | $7,353-7.7% | $3,952+71.7% |
| Admin fee / account holder | $7,174 | $6,934+3.5% | $10,802-33.6% | $6,261+14.6% |