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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 | $32,399 | $72,071-55.0% | $68,368-52.6% | $137,256-76.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 18.93% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,536 | $2,788+26.8% | $2,649+33.5% | $4,156-14.9% |
| Participant deferral / active EE | $4,213 | $4,410-4.5% | $4,123+2.2% | $6,407-34.2% |
| Admin fee / account holder | $4,000 | $5,336-25.0% | $5,150-22.3% | $12,270-67.4% |