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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 | $38,760 | $197,625-80.4% | $177,840-78.2% | $158,966-75.6% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.7%-19.0pp | 82.0%-13.2pp |
| Annual return | 16.79% | 58.76%-42.0pp | 48.32%-31.5pp | 302.95%-286.2pp |
| Employer contribution / active EE | $3,952 | $6,698-41.0% | $5,919-33.2% | $4,762-17.0% |
| Participant deferral / active EE | $6,176 | $8,405-26.5% | $7,714-19.9% | $5,983+3.2% |
| Admin fee / account holder | $1,633 | $15,405-89.4% | $12,431-86.9% | $11,250-85.5% |