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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 | $31,050 | $162,529-80.9% | $130,788-76.3% | $154,746-79.9% |
| Participation rate | 69.2% | 75.9%-6.6pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 13.47% | 510.48%-497.0pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,676 | $4,447-62.3% | $3,558-52.9% | $4,379-61.7% |
| Participant deferral / active EE | $4,851 | $4,808+0.9% | $4,137+17.3% | $6,730-27.9% |
| Admin fee / account holder | $2,444 | $7,669-68.1% | $6,673-63.4% | $14,365-83.0% |