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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 | $39,608 | $65,034-39.1% | $90,970-56.5% | $79,856-50.4% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 112.73% | 30.45%+82.3pp | 134.60%-21.9pp | 31.71%+81.0pp |
| Employer contribution / active EE | $2,023 | $1,247+62.2% | $2,122-4.7% | $2,471-18.1% |
| Participant deferral / active EE | $4,383 | $2,512+74.5% | $3,373+29.9% | $3,741+17.2% |
| Admin fee / account holder | $4,334 | $4,536-4.4% | $5,961-27.3% | $5,306-18.3% |