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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 | $35,213 | $106,918-67.1% | $84,021-58.1% | $152,897-77.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 23.83% | 105.01%-81.2pp | 71.32%-47.5pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,876 | $2,735-31.4% | $1,984-5.4% | $4,764-60.6% |
| Participant deferral / active EE | $4,259 | $4,012+6.2% | $3,239+31.5% | $5,851-27.2% |
| Admin fee / account holder | $7,211 | $8,288-13.0% | $6,102+18.2% | $11,599-37.8% |