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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 | $29,383 | $99,921-70.6% | $85,009-65.4% | $145,959-79.9% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.7pp |
| Annual return | 17.14% | 83.89%-66.7pp | 66.47%-49.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,433 | $3,233-24.7% | $2,728-10.8% | $4,661-47.8% |
| Participant deferral / active EE | $5,871 | $5,293+10.9% | $4,522+29.8% | $6,689-12.2% |
| Admin fee / account holder | $5,033 | $7,252-30.6% | $6,153-18.2% | $13,398-62.4% |