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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 | $38,645 | $88,672-56.4% | $105,223-63.3% | $82,448-53.1% |
| Participation rate | 56.8% | 67.9%-11.1pp | 75.0%-18.2pp | 68.1%-11.2pp |
| Annual return | 26.45% | 30.86%-4.4pp | 180.65%-154.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $2,584 | $3,048-15.2% | $3,689-29.9% | $2,551+1.3% |
| Participant deferral / active EE | $7,379 | $4,036+82.8% | $5,072+45.5% | $4,139+78.3% |
| Admin fee / account holder | $1,008 | $7,146-85.9% | $8,859-88.6% | $7,234-86.1% |