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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 | $28,279 | $108,897-74.0% | $100,378-71.8% | $145,877-80.6% |
| Participation rate | 58.8% | 83.0%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 64.16% | 58.17%+6.0pp | 49.41%+14.7pp | 551.28%-487.1pp |
| Employer contribution / active EE | $3,983 | $4,420-9.9% | $3,942+1.0% | $4,663-14.6% |
| Participant deferral / active EE | $6,773 | $8,455-19.9% | $8,087-16.2% | $6,691+1.2% |
| Admin fee / account holder | $1,941 | $9,690-80.0% | $7,899-75.4% | $13,402-85.5% |