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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 | $41,122 | $166,131-75.2% | $164,975-75.1% | $145,877-71.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 19.02% | 100.37%-81.3pp | 70.12%-51.1pp | 551.28%-532.3pp |
| Employer contribution / active EE | $3,583 | $5,276-32.1% | $4,343-17.5% | $4,663-23.2% |
| Participant deferral / active EE | $6,947 | $6,962-0.2% | $6,033+15.1% | $6,691+3.8% |
| Admin fee / account holder | $7,188 | $16,648-56.8% | $12,688-43.3% | $13,402-46.4% |