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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 | $28,281 | $106,267-73.4% | $96,520-70.7% | $139,456-79.7% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 23.85% | 38.45%-14.6pp | 35.72%-11.9pp | 373.45%-349.6pp |
| Employer contribution / active EE | $2,380 | $4,105-42.0% | $3,739-36.3% | $4,753-49.9% |
| Participant deferral / active EE | $5,340 | $5,454-2.1% | $4,879+9.5% | $6,711-20.4% |
| Admin fee / account holder | $4,020 | $7,882-49.0% | $6,733-40.3% | $11,407-64.8% |