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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 | $35,261 | $72,071-51.1% | $68,368-48.4% | $137,256-74.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 18.03% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,724 | $2,788-38.2% | $2,649-34.9% | $4,156-58.5% |
| Participant deferral / active EE | $5,092 | $4,410+15.5% | $4,123+23.5% | $6,407-20.5% |
| Admin fee / account holder | $4,194 | $5,336-21.4% | $5,150-18.6% | $12,270-65.8% |