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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 | $32,172 | $154,193-79.1% | $130,045-75.3% | $139,466-76.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 26.86% | 32.51%-5.6pp | -137.30%+164.2pp | 373.66%-346.8pp |
| Employer contribution / active EE | $6,609 | $5,292+24.9% | $4,321+52.9% | $4,754+39.0% |
| Participant deferral / active EE | $7,533 | $6,709+12.3% | $5,820+29.4% | $6,712+12.2% |
| Admin fee / account holder | $1,193 | $13,989-91.5% | $10,600-88.8% | $11,409-89.5% |