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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 | $32,280 | $103,392-68.8% | $87,104-62.9% | $152,897-78.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 19.97% | 28.10%-8.1pp | 28.19%-8.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $3,257 | $3,221+1.1% | $2,521+29.2% | $4,764-31.6% |
| Participant deferral / active EE | $6,109 | $4,778+27.8% | $4,048+50.9% | $5,851+4.4% |
| Admin fee / account holder | $6,073 | $12,194-50.2% | $7,491-18.9% | $11,599-47.6% |