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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 | $39,158 | $105,198-62.8% | $159,455-75.4% | $85,856-54.4% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 27.26% | 45.08%-17.8pp | 263.63%-236.4pp | 318.58%-291.3pp |
| Employer contribution / active EE | $3,146 | $3,319-5.2% | $4,830-34.9% | $2,565+22.6% |
| Participant deferral / active EE | $6,871 | $5,946+15.6% | $7,353-6.6% | $3,952+73.9% |
| Admin fee / account holder | $778 | $6,934-88.8% | $10,800-92.8% | $6,261-87.6% |