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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 | $36,984 | $111,787-66.9% | $93,681-60.5% | $145,978-74.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 36.84% | 203.52%-166.7pp | 133.47%-96.6pp | 550.52%-513.7pp |
| Employer contribution / active EE | $1,603 | $3,093-48.2% | $2,422-33.8% | $4,662-65.6% |
| Participant deferral / active EE | $5,359 | $4,918+9.0% | $4,415+21.4% | $6,690-19.9% |
| Admin fee / account holder | $869 | $10,256-91.5% | $8,290-89.5% | $13,400-93.5% |