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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 | $36,952 | $52,507-29.6% | $129,406-71.4% | $74,478-50.4% |
| Participation rate | 64.7% | 53.9%+10.8pp | 69.6%-4.9pp | 67.2%-2.5pp |
| Annual return | 21.26% | 15.64%+5.6pp | 9468.18%-9446.9pp | 1370.56%-1349.3pp |
| Employer contribution / active EE | $2,544 | $1,534+65.8% | $4,155-38.8% | $2,626-3.1% |
| Participant deferral / active EE | $5,110 | $2,801+82.5% | $4,167+22.6% | $4,350+17.5% |
| Admin fee / account holder | $2,639 | $2,6390% | $7,689-65.7% | $1,946+35.6% |