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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 | $25,206 | $63,365-60.2% | $91,994-72.6% | $72,975-65.5% |
| Participation rate | 61.4% | 72.5%-11.1pp | 78.6%-17.3pp | 69.5%-8.1pp |
| Annual return | 46.18% | 35.35%+10.8pp | 69.04%-22.9pp | 81.01%-34.8pp |
| Employer contribution / active EE | $1,976 | $2,116-6.6% | $3,453-42.8% | $2,440-19.0% |
| Participant deferral / active EE | $3,369 | $4,883-31.0% | $5,924-43.1% | $3,608-6.6% |
| Admin fee / account holder | $5,844 | $4,670+25.2% | $7,744-24.5% | $5,124+14.1% |