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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 | $29,331 | $165,399-82.3% | $149,745-80.4% | $158,982-81.6% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 11.90% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $6,726 | $5,105+31.8% | $4,646+44.8% | $4,763+41.2% |
| Participant deferral / active EE | $3,622 | $7,183-49.6% | $6,843-47.1% | $5,983-39.5% |
| Admin fee / account holder | $5,407 | $10,811-50.0% | $9,312-41.9% | $11,252-51.9% |