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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 | $25,244 | $98,766-74.4% | $149,730-83.1% | $79,852-68.4% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.5%-22.0pp | 69.6%-9.1pp |
| Annual return | 45.43% | 27.43%+18.0pp | 276.70%-231.3pp | 31.72%+13.7pp |
| Employer contribution / active EE | $3,692 | $3,217+14.8% | $4,645-20.5% | $2,471+49.4% |
| Participant deferral / active EE | $4,647 | $5,681-18.2% | $6,843-32.1% | $3,740+24.2% |
| Admin fee / account holder | $353 | $6,052-94.2% | $9,310-96.2% | $5,306-93.3% |