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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 | $37,474 | $72,071-48.0% | $68,368-45.2% | $137,256-72.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.86% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,430 | $2,788+58.9% | $2,649+67.2% | $4,156+6.6% |
| Participant deferral / active EE | $10,063 | $4,410+128.2% | $4,123+144.1% | $6,407+57.1% |
| Admin fee / account holder | $2,330 | $5,336-56.3% | $5,150-54.7% | $12,270-81.0% |