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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 | $32,821 | $48,053-31.7% | $84,637-61.2% | $72,976-55.0% |
| Participation rate | 65.4% | 57.6%+7.8pp | 68.2%-2.9pp | 69.5%-4.1pp |
| Annual return | 24.66% | 37.39%-12.7pp | 258.82%-234.2pp | 81.02%-56.4pp |
| Employer contribution / active EE | $2,168 | $1,602+35.3% | $2,653-18.3% | $2,440-11.2% |
| Participant deferral / active EE | $6,144 | $2,681+129.2% | $3,900+57.5% | $3,608+70.3% |
| Admin fee / account holder | $2,937 | $3,395-13.5% | $4,914-40.2% | $5,124-42.7% |