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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 | $43,215 | $103,038-58.1% | $90,324-52.2% | $152,909-71.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 23.84% | 95.25%-71.4pp | 78.15%-54.3pp | 345.46%-321.6pp |
| Employer contribution / active EE | $3,600 | $3,141+14.6% | $2,856+26.1% | $4,764-24.4% |
| Participant deferral / active EE | $8,592 | $4,282+100.7% | $3,885+121.1% | $5,851+46.8% |
| Admin fee / account holder | $7,279 | $6,177+17.8% | $5,356+35.9% | $11,601-37.3% |