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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 | $65,245 | $89,370-27.0% | $141,197-53.8% | $72,976-10.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 30.35% | 111.88%-81.5pp | 71.41%-41.1pp | 81.02%-50.7pp |
| Employer contribution / active EE | $4,379 | $3,115+40.6% | $4,736-7.5% | $2,440+79.4% |
| Participant deferral / active EE | $3,810 | $5,419-29.7% | $6,710-43.2% | $3,608+5.6% |
| Admin fee / account holder | $520 | $5,957-91.3% | $10,265-94.9% | $5,124-89.9% |