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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 | $31,216 | $55,889-44.1% | $76,119-59.0% | $80,935-61.4% |
| Participation rate | 63.6% | 62.1%+1.6pp | 69.1%-5.4pp | 67.7%-4.0pp |
| Annual return | 15.91% | 20.58%-4.7pp | 361.25%-345.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $3,329 | $1,866+78.4% | $2,693+23.7% | $2,757+20.8% |
| Participant deferral / active EE | $5,681 | $3,051+86.2% | $4,259+33.4% | $4,299+32.1% |
| Admin fee / account holder | $1,097 | $5,241-79.1% | $6,421-82.9% | $6,924-84.2% |