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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 | $26,344 | $103,393-74.5% | $87,103-69.8% | $152,909-82.8% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.9%-8.7pp | 82.5%-14.3pp |
| Annual return | 38.32% | 28.10%+10.2pp | 28.19%+10.1pp | 345.46%-307.1pp |
| Employer contribution / active EE | $3,949 | $3,221+22.6% | $2,521+56.6% | $4,764-17.1% |
| Participant deferral / active EE | $2,028 | $4,778-57.6% | $4,049-49.9% | $5,851-65.3% |
| Admin fee / account holder | $1,128 | $12,195-90.7% | $7,491-84.9% | $11,601-90.3% |