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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 | $39,240 | $56,134-30.1% | $96,171-59.2% | $85,847-54.3% |
| Participation rate | 64.3% | 56.7%+7.6pp | 68.4%-4.2pp | 69.3%-5.0pp |
| Annual return | 16.09% | 42.30%-26.2pp | 192.04%-176.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $1,940 | $1,620+19.7% | $2,799-30.7% | $2,565-24.4% |
| Participant deferral / active EE | $4,722 | $2,858+65.3% | $4,350+8.6% | $3,952+19.5% |
| Admin fee / account holder | $2,545 | $3,769-32.5% | $5,538-54.0% | $6,261-59.3% |