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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 | $39,705 | $51,642-23.1% | $129,384-69.3% | $80,935-50.9% |
| Participation rate | 68.8% | 56.9%+11.8pp | 69.6%-0.9pp | 67.7%+1.1pp |
| Annual return | 14.33% | 20.78%-6.4pp | 9461.77%-9447.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,322 | $1,583+46.7% | $4,153-44.1% | $2,757-15.8% |
| Participant deferral / active EE | $4,588 | $2,670+71.9% | $4,166+10.1% | $4,299+6.7% |
| Admin fee / account holder | $1,301 | $4,312-69.8% | $7,686-83.1% | $6,924-81.2% |