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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 | $51,683 | $90,400-42.8% | $186,193-72.2% | $87,485-40.9% |
| Participation rate | 64.9% | 66.2%-1.3pp | 77.1%-12.2pp | 68.9%-4.1pp |
| Annual return | 50.67% | 22.15%+28.5pp | 78.03%-27.4pp | 26.06%+24.6pp |
| Employer contribution / active EE | $3,734 | $2,170+72.1% | $3,918-4.7% | $2,596+43.8% |
| Participant deferral / active EE | $8,165 | $4,330+88.6% | $6,513+25.4% | $4,274+91.1% |
| Admin fee / account holder | $950 | $8,673-89.0% | $11,058-91.4% | $7,775-87.8% |