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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 | $33,843 | $65,555-48.4% | $86,216-60.7% | $75,173-55.0% |
| Participation rate | 61.0% | 60.5%+0.5pp | 69.0%-8.0pp | 67.2%-6.2pp |
| Annual return | 18.75% | 46.07%-27.3pp | 1169.42%-1150.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,475 | $1,553+59.3% | $2,382+3.9% | $2,671-7.3% |
| Participant deferral / active EE | $2,728 | $3,023-9.8% | $3,986-31.6% | $4,126-33.9% |
| Admin fee / account holder | $7,326 | $5,469+33.9% | $6,853+6.9% | $5,651+29.6% |