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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 | $58,280 | $70,366-17.2% | $66,674-12.6% | $138,895-58.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 15.77% | 386.41%-370.6pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,308 | $2,765-52.7% | $2,620-50.1% | $4,194-68.8% |
| Participant deferral / active EE | $4,045 | $4,374-7.5% | $4,084-1.0% | $6,396-36.8% |
| Admin fee / account holder | $9,573 | $5,262+81.9% | $5,098+87.8% | $12,562-23.8% |