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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 | $53,406 | $90,107-40.7% | $182,262-70.7% | $69,733-23.4% |
| Participation rate | 62.4% | 64.8%-2.4pp | 84.2%-21.8pp | 62.5%-0.1pp |
| Annual return | 21.76% | 95.58%-73.8pp | 140.60%-118.8pp | 15.22%+6.5pp |
| Employer contribution / active EE | $2,803 | $3,043-7.9% | $5,046-44.4% | $2,250+24.6% |
| Participant deferral / active EE | $5,687 | $5,135+10.7% | $8,276-31.3% | $3,054+86.2% |
| Admin fee / account holder | $2,589 | $3,377-23.3% | $16,712-84.5% | $3,102-16.5% |