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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 | $40,587 | $72,071-43.7% | $68,368-40.6% | $137,256-70.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.25% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,391 | $2,788+57.5% | $2,649+65.8% | $4,156+5.6% |
| Participant deferral / active EE | $10,581 | $4,410+139.9% | $4,123+156.6% | $6,407+65.2% |
| Admin fee / account holder | $4,278 | $5,336-19.8% | $5,150-16.9% | $12,270-65.1% |