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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 | $35,048 | $61,125-42.7% | $94,057-62.7% | $87,485-59.9% |
| Participation rate | 63.0% | 64.1%-1.0pp | 73.3%-10.3pp | 68.9%-5.9pp |
| Annual return | 18.53% | 35.20%-16.7pp | 480.62%-462.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,200 | $2,136-43.8% | $2,933-59.1% | $2,596-53.8% |
| Participant deferral / active EE | $4,772 | $3,260+46.4% | $4,709+1.3% | $4,274+11.7% |
| Admin fee / account holder | $1,171 | $5,629-79.2% | $7,244-83.8% | $7,775-84.9% |