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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 | $43,334 | $98,766-56.1% | $149,730-71.1% | $79,852-45.7% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 22.49% | 27.43%-4.9pp | 276.70%-254.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $3,001 | $3,217-6.7% | $4,645-35.4% | $2,471+21.4% |
| Participant deferral / active EE | $6,392 | $5,681+12.5% | $6,843-6.6% | $3,740+70.9% |
| Admin fee / account holder | $1,051 | $6,052-82.6% | $9,310-88.7% | $5,306-80.2% |