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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 | $38,936 | $88,672-56.1% | $105,223-63.0% | $82,448-52.8% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 23.10% | 30.86%-7.8pp | 180.65%-157.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $3,362 | $3,048+10.3% | $3,689-8.8% | $2,551+31.8% |
| Participant deferral / active EE | $7,767 | $4,036+92.4% | $5,072+53.1% | $4,139+87.6% |
| Admin fee / account holder | $633 | $7,146-91.1% | $8,859-92.9% | $7,234-91.3% |