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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 | $63,071 | $107,421-41.3% | $182,262-65.4% | $94,015-32.9% |
| Participation rate | 61.3% | 77.8%-16.5pp | 84.2%-22.9pp | 70.8%-9.5pp |
| Annual return | 41.86% | 21.32%+20.5pp | 140.60%-98.7pp | 17.84%+24.0pp |
| Employer contribution / active EE | $5,819 | $3,448+68.8% | $5,046+15.3% | $2,790+108.5% |
| Participant deferral / active EE | $9,778 | $6,558+49.1% | $8,276+18.1% | $4,249+130.1% |
| Admin fee / account holder | $10,971 | $8,692+26.2% | $16,712-34.4% | $8,951+22.6% |