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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 | $42,040 | $102,429-59.0% | $147,096-71.4% | $80,925-48.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 21.36% | 135.02%-113.7pp | 419.75%-398.4pp | 35.65%-14.3pp |
| Employer contribution / active EE | $3,480 | $3,716-6.3% | $4,936-29.5% | $2,756+26.3% |
| Participant deferral / active EE | $8,830 | $6,649+32.8% | $8,071+9.4% | $4,299+105.4% |
| Admin fee / account holder | $11,955 | $7,957+50.2% | $13,005-8.1% | $6,940+72.3% |