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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 | $28,637 | $72,071-60.3% | $68,368-58.1% | $137,256-79.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 24.11% | 353.14%-329.0pp | 292.57%-268.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,104 | $2,788+11.3% | $2,649+17.2% | $4,156-25.3% |
| Participant deferral / active EE | $7,854 | $4,410+78.1% | $4,123+90.5% | $6,407+22.6% |
| Admin fee / account holder | $743 | $5,336-86.1% | $5,150-85.6% | $12,270-93.9% |