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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 | $33,620 | $51,736-35.0% | $120,225-72.0% | $67,986-50.5% |
| Participation rate | 68.3% | 46.1%+22.2pp | 69.6%-1.3pp | 57.2%+11.0pp |
| Annual return | 16.67% | 31.98%-15.3pp | 439.23%-422.6pp | 31.67%-15.0pp |
| Employer contribution / active EE | $5,276 | $1,071+392.4% | $3,475+51.8% | $2,019+161.3% |
| Participant deferral / active EE | $3,191 | $2,206+44.6% | $3,999-20.2% | $3,358-5.0% |
| Admin fee / account holder | $9,320 | $4,159+124.1% | $5,696+63.6% | $3,203+191.0% |