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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 | $33,732 | $65,395-48.4% | $182,531-81.5% | $72,983-53.8% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 69.5%-12.3pp |
| Annual return | 62.21% | 27.68%+34.5pp | 148.57%-86.4pp | 81.01%-18.8pp |
| Employer contribution / active EE | $2,797 | $1,911+46.4% | $4,075-31.4% | $2,440+14.6% |
| Participant deferral / active EE | $5,221 | $3,563+46.5% | $5,525-5.5% | $3,608+44.7% |
| Admin fee / account holder | $1,194 | $4,245-71.9% | $8,593-86.1% | $5,124-76.7% |