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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 | $40,836 | $100,073-59.2% | $85,126-52.0% | $145,877-72.0% |
| Participation rate | 68.4% | 74.1%-5.7pp | 67.5%+0.9pp | 80.3%-11.9pp |
| Annual return | 14.37% | 84.11%-69.7pp | 66.63%-52.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,862 | $3,236-42.5% | $2,731-31.8% | $4,663-60.1% |
| Participant deferral / active EE | $2,456 | $5,294-53.6% | $4,523-45.7% | $6,691-63.3% |
| Admin fee / account holder | $5,268 | $7,261-27.5% | $6,160-14.5% | $13,402-60.7% |