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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 | $57,492 | $208,088-72.4% | $186,193-69.1% | $154,746-62.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 21.10% | 89.97%-68.9pp | 78.03%-56.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,923 | $4,340-32.6% | $3,918-25.4% | $4,379-33.2% |
| Participant deferral / active EE | $10,912 | $7,078+54.2% | $6,513+67.5% | $6,730+62.1% |
| Admin fee / account holder | $3,055 | $11,698-73.9% | $11,058-72.4% | $14,365-78.7% |