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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 | $100,073-70.2% | $85,126-65.0% | $145,877-79.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 13.55% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,104 | $3,236-35.0% | $2,731-23.0% | $4,663-54.9% |
| Participant deferral / active EE | $4,356 | $5,294-17.7% | $4,523-3.7% | $6,691-34.9% |
| Admin fee / account holder | $6,294 | $7,261-13.3% | $6,160+2.2% | $13,402-53.0% |