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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 | $26,363 | $100,147-73.7% | $81,286-67.6% | $145,877-81.9% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 18.49% | 34.44%-15.9pp | 24.80%-6.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,170 | $2,977+6.5% | $2,463+28.7% | $4,663-32.0% |
| Participant deferral / active EE | $6,473 | $4,607+40.5% | $3,883+66.7% | $6,691-3.3% |
| Admin fee / account holder | $3,721 | $8,201-54.6% | $5,764-35.4% | $13,402-72.2% |