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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 | $40,376 | $80,332-49.7% | $107,187-62.3% | $64,097-37.0% |
| Participation rate | 65.0% | 54.4%+10.6pp | 75.0%-10.0pp | 55.2%+9.9pp |
| Annual return | 22.29% | 24.26%-2.0pp | 204.55%-182.3pp | 34.64%-12.4pp |
| Employer contribution / active EE | $3,051 | $2,501+22.0% | $3,782-19.3% | $1,891+61.3% |
| Participant deferral / active EE | $7,234 | $3,109+132.7% | $5,096+41.9% | $3,080+134.9% |
| Admin fee / account holder | $3,584 | $4,314-16.9% | $9,162-60.9% | $3,454+3.8% |