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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 | $79,625 | $111,535-28.6% | $105,223-24.3% | $137,256-42.0% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 12.35% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,289 | $3,939-41.9% | $3,689-37.9% | $4,156-44.9% |
| Participant deferral / active EE | $4,814 | $5,500-12.5% | $5,072-5.1% | $6,407-24.9% |
| Admin fee / account holder | $33,687 | $9,721+246.5% | $8,859+280.3% | $12,270+174.5% |