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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 | $31,801 | $111,878-71.6% | $93,727-66.1% | $145,897-78.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.77% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,974 | $3,092+60.9% | $2,421+105.4% | $4,663+6.7% |
| Participant deferral / active EE | $8,642 | $4,920+75.6% | $4,417+95.6% | $6,689+29.2% |
| Admin fee / account holder | $356 | $10,256-96.5% | $8,292-95.7% | $13,390-97.3% |