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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 | $37,182 | $78,636-52.7% | $105,607-64.8% | $74,459-50.1% |
| Participation rate | 61.0% | 72.8%-11.8pp | 75.3%-14.3pp | 67.2%-6.3pp |
| Annual return | 18.17% | 15.96%+2.2pp | 116.11%-97.9pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $2,755 | $2,523+9.2% | $3,167-13.0% | $2,626+4.9% |
| Participant deferral / active EE | $5,336 | $4,322+23.5% | $5,011+6.5% | $4,350+22.7% |
| Admin fee / account holder | $12,497 | $2,220+462.9% | $10,958+14.0% | $1,945+542.6% |