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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 | $46,913 | $157,304-70.2% | $141,197-66.8% | $152,909-69.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 30.62% | 64.34%-33.7pp | 71.41%-40.8pp | 345.46%-314.8pp |
| Employer contribution / active EE | $3,610 | $5,263-31.4% | $4,736-23.8% | $4,764-24.2% |
| Participant deferral / active EE | $7,980 | $7,111+12.2% | $6,710+18.9% | $5,851+36.4% |
| Admin fee / account holder | $2,175 | $12,126-82.1% | $10,265-78.8% | $11,601-81.3% |