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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 | $37,440 | $102,385-63.4% | $147,080-74.5% | $80,935-53.7% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 22.32% | 135.09%-112.8pp | 420.17%-397.9pp | 35.66%-13.3pp |
| Employer contribution / active EE | $3,451 | $3,717-7.1% | $4,933-30.0% | $2,757+25.2% |
| Participant deferral / active EE | $8,095 | $6,651+21.7% | $8,066+0.4% | $4,299+88.3% |
| Admin fee / account holder | $5,300 | $7,951-33.3% | $12,989-59.2% | $6,924-23.5% |