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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 | $29,834 | $100,203-70.2% | $85,240-65.0% | $145,897-79.6% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 13.55% | 84.28%-70.7pp | 66.75%-53.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,104 | $3,242-35.1% | $2,735-23.1% | $4,663-54.9% |
| Participant deferral / active EE | $4,356 | $5,299-17.8% | $4,527-3.8% | $6,689-34.9% |
| Admin fee / account holder | $6,294 | $7,265-13.4% | $6,165+2.1% | $13,390-53.0% |