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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 | $39,853 | $83,045-52.0% | $130,026-69.3% | $71,495-44.3% |
| Participation rate | 57.3% | 74.1%-16.9pp | 78.5%-21.2pp | 67.9%-10.7pp |
| Annual return | 47.74% | 20.61%+27.1pp | -137.26%+185.0pp | 28.85%+18.9pp |
| Employer contribution / active EE | $2,244 | $2,623-14.5% | $4,321-48.1% | $2,589-13.3% |
| Participant deferral / active EE | $4,437 | $4,4360% | $5,821-23.8% | $4,291+3.4% |
| Admin fee / account holder | $1,078 | $1,727-37.6% | $10,608-89.8% | $1,588-32.1% |