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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 | $24,455 | $116,360-79.0% | $65,566-62.7% | $139,466-82.5% |
| Participation rate | 57.1% | 67.8%-10.6pp | 64.9%-7.8pp | 80.3%-23.2pp |
| Annual return | 16.76% | 31.23%-14.5pp | 47.40%-30.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,417 | $2,600+31.5% | $1,692+102.0% | $4,754-28.1% |
| Participant deferral / active EE | $9,803 | $4,242+131.1% | $2,832+246.2% | $6,712+46.1% |
| Admin fee / account holder | $4,671 | $6,701-30.3% | $4,114+13.5% | $11,409-59.1% |