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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 | $41,800 | $83,485-49.9% | $125,192-66.6% | $72,975-42.7% |
| Participation rate | 66.2% | 73.3%-7.1pp | 79.8%-13.6pp | 69.5%-3.3pp |
| Annual return | 46.59% | 25.77%+20.8pp | 43.79%+2.8pp | 81.01%-34.4pp |
| Employer contribution / active EE | $1,588 | $2,346-32.3% | $3,866-58.9% | $2,440-34.9% |
| Participant deferral / active EE | $3,141 | $3,586-12.4% | $4,937-36.4% | $3,608-12.9% |
| Admin fee / account holder | $6,372 | $5,518+15.5% | $9,704-34.3% | $5,124+24.4% |