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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 | $100,073-70.6% | $85,126-65.5% | $145,877-79.9% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 17.14% | 84.11%-67.0pp | 66.63%-49.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,433 | $3,236-24.8% | $2,731-10.9% | $4,663-47.8% |
| Participant deferral / active EE | $5,871 | $5,294+10.9% | $4,523+29.8% | $6,691-12.3% |
| Admin fee / account holder | $5,033 | $7,261-30.7% | $6,160-18.3% | $13,402-62.4% |