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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 | $39,571 | $58,234-32.0% | $81,783-51.6% | $80,874-51.1% |
| Participation rate | 69.7% | 63.4%+6.3pp | 72.4%-2.7pp | 67.6%+2.0pp |
| Annual return | 15.57% | 41.70%-26.1pp | 775.05%-759.5pp | 35.62%-20.0pp |
| Employer contribution / active EE | $2,716 | $2,341+16.0% | $2,913-6.8% | $2,756-1.4% |
| Participant deferral / active EE | $2,302 | $3,283-29.9% | $4,320-46.7% | $4,297-46.4% |
| Admin fee / account holder | $3,414 | $4,982-31.5% | $7,380-53.7% | $6,935-50.8% |