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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 | $46,338 | $129,737-64.3% | $119,126-61.1% | $154,746-70.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.19% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,604 | $4,375-40.5% | $4,034-35.5% | $4,379-40.5% |
| Participant deferral / active EE | $6,094 | $5,842+4.3% | $5,318+14.6% | $6,730-9.4% |
| Admin fee / account holder | $4,189 | $11,961-65.0% | $10,693-60.8% | $14,365-70.8% |