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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 | $30,514 | $22,602+35.0% | $65,583-53.5% | $75,177-59.4% |
| Participation rate | 51.7% | 63.1%-11.4pp | 65.0%-13.3pp | 67.2%-15.5pp |
| Annual return | 59.75% | 71.13%-11.4pp | 47.46%+12.3pp | 160.75%-101.0pp |
| Employer contribution / active EE | $2,031 | $941+115.9% | $1,692+20.0% | $2,671-23.9% |
| Participant deferral / active EE | $3,484 | $1,695+105.6% | $2,833+23.0% | $4,126-15.6% |
| Admin fee / account holder | $1,454 | $1,877-22.5% | $4,112-64.6% | $5,651-74.3% |