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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 | $42,574 | $111,301-61.7% | $112,977-62.3% | $158,950-73.2% |
| Participation rate | 33.3% | 83.5%-50.2pp | 82.6%-49.2pp | 82.0%-48.6pp |
| Annual return | 64.59% | 26.40%+38.2pp | 24.24%+40.4pp | 302.91%-238.3pp |
| Employer contribution / active EE | $3,793 | $4,471-15.2% | $4,255-10.8% | $4,762-20.3% |
| Participant deferral / active EE | $5,229 | $5,880-11.1% | $5,836-10.4% | $5,983-12.6% |
| Admin fee / account holder | $1,685 | $8,392-79.9% | $6,294-73.2% | $11,248-85.0% |