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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 | $25,735 | $142,361-81.9% | $119,608-78.5% | $134,509-80.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 20.42% | -12.46%+32.9pp | -14.98%+35.4pp | 418.13%-397.7pp |
| Employer contribution / active EE | $3,467 | $5,224-33.6% | $4,232-18.1% | $4,741-26.9% |
| Participant deferral / active EE | $6,067 | $6,468-6.2% | $5,601+8.3% | $6,400-5.2% |
| Admin fee / account holder | $6,209 | $13,588-54.3% | $10,326-39.9% | $11,427-45.7% |