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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 | $52,581-36.1% | $130,788-74.3% | $64,340-47.7% |
| Participation rate | 68.3% | 46.5%+21.7pp | 70.1%-1.8pp | 55.2%+13.0pp |
| Annual return | 16.67% | 20.39%-3.7pp | 386.44%-369.8pp | 24.14%-7.5pp |
| Employer contribution / active EE | $5,276 | $1,031+411.7% | $3,558+48.3% | $1,862+183.4% |
| Participant deferral / active EE | $3,191 | $2,200+45.0% | $4,137-22.9% | $2,980+7.1% |
| Admin fee / account holder | $9,320 | $4,583+103.3% | $6,673+39.7% | $3,703+151.7% |