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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 | $41,025 | $183,592-77.7% | $155,567-73.6% | $145,959-71.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 13.07% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,801 | $5,315-47.3% | $4,674-40.1% | $4,661-39.9% |
| Participant deferral / active EE | $6,425 | $6,464-0.6% | $5,628+14.2% | $6,689-3.9% |
| Admin fee / account holder | $3,630 | $19,318-81.2% | $15,916-77.2% | $13,398-72.9% |