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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 | $33,079 | $154,193-78.5% | $130,045-74.6% | $139,466-76.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 19.35% | 32.51%-13.2pp | -137.30%+156.7pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,916 | $5,292-44.9% | $4,321-32.5% | $4,754-38.7% |
| Participant deferral / active EE | $6,013 | $6,709-10.4% | $5,820+3.3% | $6,712-10.4% |
| Admin fee / account holder | $7,291 | $13,989-47.9% | $10,600-31.2% | $11,409-36.1% |