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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 | $100,203-70.7% | $85,240-65.5% | $145,897-79.9% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 17.14% | 84.28%-67.1pp | 66.75%-49.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,433 | $3,242-25.0% | $2,735-11.1% | $4,663-47.8% |
| Participant deferral / active EE | $5,871 | $5,299+10.8% | $4,527+29.7% | $6,689-12.2% |
| Admin fee / account holder | $5,033 | $7,265-30.7% | $6,165-18.4% | $13,390-62.4% |