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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 | $43,472 | $129,737-66.5% | $119,126-63.5% | $154,746-71.9% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 18.30% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,662 | $4,375-39.2% | $4,034-34.0% | $4,379-39.2% |
| Participant deferral / active EE | $3,387 | $5,842-42.0% | $5,318-36.3% | $6,730-49.7% |
| Admin fee / account holder | $2,104 | $11,961-82.4% | $10,693-80.3% | $14,365-85.4% |