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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 | $31,887 | $82,882-61.5% | $127,803-75.1% | $72,983-56.3% |
| Participation rate | 67.5% | 71.5%-4.0pp | 79.0%-11.5pp | 69.5%-2.0pp |
| Annual return | 65.54% | 32.20%+33.3pp | 26.14%+39.4pp | 81.01%-15.5pp |
| Employer contribution / active EE | $2,081 | $3,346-37.8% | $4,576-54.5% | $2,440-14.7% |
| Participant deferral / active EE | $2,222 | $4,791-53.6% | $6,023-63.1% | $3,608-38.4% |
| Admin fee / account holder | $1,240 | $6,487-80.9% | $9,399-86.8% | $5,124-75.8% |