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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 | $27,132 | $68,398-60.3% | $94,664-71.3% | $75,173-63.9% |
| Participation rate | 67.6% | 76.1%-8.4pp | 80.8%-13.2pp | 67.2%+0.4pp |
| Annual return | 21.73% | 616.72%-595.0pp | 156.84%-135.1pp | 160.72%-139.0pp |
| Employer contribution / active EE | $2,548 | $2,701-5.6% | $3,673-30.6% | $2,671-4.6% |
| Participant deferral / active EE | $7,605 | $6,537+16.3% | $7,417+2.5% | $4,126+84.3% |
| Admin fee / account holder | $3,095 | $5,324-41.9% | $7,222-57.1% | $5,651-45.2% |