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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 | $36,476 | $89,364-59.2% | $141,177-74.2% | $72,983-50.0% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 37.79% | 111.86%-74.1pp | 71.40%-33.6pp | 81.01%-43.2pp |
| Employer contribution / active EE | $2,749 | $3,115-11.8% | $4,736-42.0% | $2,440+12.7% |
| Participant deferral / active EE | $5,227 | $5,419-3.5% | $6,710-22.1% | $3,608+44.9% |
| Admin fee / account holder | $1,328 | $5,959-77.7% | $10,263-87.1% | $5,124-74.1% |