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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 | $46,921 | $70,684-33.6% | $169,390-72.3% | $75,173-37.6% |
| Participation rate | 67.3% | 64.8%+2.5pp | 77.2%-9.9pp | 67.2%+0.1pp |
| Annual return | 16.44% | 36.38%-19.9pp | 406.07%-389.6pp | 160.72%-144.3pp |
| Employer contribution / active EE | $2,867 | $2,211+29.7% | $4,013-28.6% | $2,671+7.3% |
| Participant deferral / active EE | $6,544 | $4,310+51.9% | $6,222+5.2% | $4,126+58.6% |
| Admin fee / account holder | $3,046 | $5,404-43.6% | $9,015-66.2% | $5,651-46.1% |