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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 | $38,203 | $93,617-59.2% | $135,982-71.9% | $75,177-49.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 51.14% | 30.89%+20.3pp | 68.32%-17.2pp | 160.75%-109.6pp |
| Employer contribution / active EE | $2,336 | $3,538-34.0% | $4,859-51.9% | $2,671-12.6% |
| Participant deferral / active EE | $6,903 | $6,406+7.8% | $7,760-11.0% | $4,126+67.3% |
| Admin fee / account holder | $5,125 | $6,980-26.6% | $10,767-52.4% | $5,651-9.3% |