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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 | $34,836 | $148,629-76.6% | $135,982-74.4% | $139,487-75.0% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 22.16% | 79.33%-57.2pp | 68.32%-46.2pp | 373.84%-351.7pp |
| Employer contribution / active EE | $3,022 | $5,247-42.4% | $4,859-37.8% | $4,755-36.4% |
| Participant deferral / active EE | $6,876 | $8,102-15.1% | $7,760-11.4% | $6,713+2.4% |
| Admin fee / account holder | $1,159 | $12,406-90.7% | $10,767-89.2% | $11,407-89.8% |