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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 | $53,817 | $77,416-30.5% | $69,464-22.5% | $152,897-64.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.6%-31.7pp | 82.5%-39.6pp |
| Annual return | 22.44% | 39.08%-16.6pp | 28.98%-6.5pp | 345.43%-323.0pp |
| Employer contribution / active EE | $3,635 | $3,315+9.7% | $2,779+30.8% | $4,764-23.7% |
| Participant deferral / active EE | $8,745 | $4,413+98.2% | $3,536+147.3% | $5,851+49.5% |
| Admin fee / account holder | $4,524 | $6,208-27.1% | $3,840+17.8% | $11,599-61.0% |