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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 | $37,493 | $99,921-62.5% | $85,009-55.9% | $145,959-74.3% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 16.88% | 83.89%-67.0pp | 66.47%-49.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,178 | $3,233-1.7% | $2,728+16.5% | $4,661-31.8% |
| Participant deferral / active EE | $8,228 | $5,293+55.5% | $4,522+82.0% | $6,689+23.0% |
| Admin fee / account holder | $4,001 | $7,252-44.8% | $6,153-35.0% | $13,398-70.1% |