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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 | $36,256 | $100,073-63.8% | $85,126-57.4% | $145,877-75.1% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 15.10% | 84.11%-69.0pp | 66.63%-51.5pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,462 | $3,236-23.9% | $2,731-9.9% | $4,663-47.2% |
| Participant deferral / active EE | $4,935 | $5,294-6.8% | $4,523+9.1% | $6,691-26.2% |
| Admin fee / account holder | $1,960 | $7,261-73.0% | $6,160-68.2% | $13,402-85.4% |