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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 | $26,502 | $77,416-65.8% | $69,464-61.8% | $152,897-82.7% |
| Participation rate | 69.6% | 78.1%-8.5pp | 74.6%-5.0pp | 82.5%-12.9pp |
| Annual return | 24.37% | 39.08%-14.7pp | 28.98%-4.6pp | 345.43%-321.1pp |
| Employer contribution / active EE | $2,901 | $3,315-12.5% | $2,779+4.4% | $4,764-39.1% |
| Participant deferral / active EE | $6,632 | $4,413+50.3% | $3,536+87.5% | $5,851+13.3% |
| Admin fee / account holder | $8,694 | $6,208+40.1% | $3,840+126.4% | $11,599-25.0% |