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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 | $57,787 | $103,008-43.9% | $90,304-36.0% | $152,897-62.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 23.18% | 95.22%-72.0pp | 78.13%-55.0pp | 345.43%-322.3pp |
| Employer contribution / active EE | $5,068 | $3,139+61.4% | $2,855+77.5% | $4,764+6.4% |
| Participant deferral / active EE | $10,814 | $4,281+152.6% | $3,885+178.3% | $5,851+84.8% |
| Admin fee / account holder | $2,448 | $6,175-60.4% | $5,354-54.3% | $11,599-78.9% |