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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 | $34,971 | $57,305-39.0% | $86,640-59.6% | $75,173-53.5% |
| Participation rate | 69.0% | 63.2%+5.8pp | 71.7%-2.7pp | 67.2%+1.8pp |
| Annual return | 21.62% | 2674.24%-2652.6pp | 592.52%-570.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,091 | $2,316-9.7% | $3,024-30.9% | $2,671-21.7% |
| Participant deferral / active EE | $3,591 | $3,320+8.2% | $4,438-19.1% | $4,126-13.0% |
| Admin fee / account holder | $695 | $4,116-83.1% | $5,616-87.6% | $5,651-87.7% |