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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 | $39,680 | $63,346-37.4% | $92,240-57.0% | $70,126-43.4% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 24.38% | 530.19%-505.8pp | 176.29%-151.9pp | 73.15%-48.8pp |
| Employer contribution / active EE | $1,505 | $2,471-39.1% | $3,680-59.1% | $2,343-35.8% |
| Participant deferral / active EE | $2,665 | $2,854-6.6% | $3,897-31.6% | $3,332-20.0% |
| Admin fee / account holder | $3,203 | $3,841-16.6% | $5,194-38.3% | $4,645-31.1% |