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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 | $59,709 | $93,589-36.2% | $135,942-56.1% | $75,181-20.6% |
| Participation rate | 54.3% | 75.2%-20.8pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 41.33% | 30.90%+10.4pp | 68.28%-27.0pp | 160.69%-119.4pp |
| Employer contribution / active EE | $2,510 | $3,537-29.1% | $4,858-48.3% | $2,671-6.0% |
| Participant deferral / active EE | $6,888 | $6,405+7.5% | $7,759-11.2% | $4,126+67.0% |
| Admin fee / account holder | $2,531 | $6,977-63.7% | $10,764-76.5% | $5,650-55.2% |