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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 | $51,267 | $114,712-55.3% | $173,730-70.5% | $87,485-41.4% |
| Participation rate | 69.7% | 73.0%-3.3pp | 79.6%-9.9pp | 68.9%+0.8pp |
| Annual return | 46.57% | 20.18%+26.4pp | 19.96%+26.6pp | 26.06%+20.5pp |
| Employer contribution / active EE | $2,305 | $2,904-20.6% | $4,577-49.7% | $2,596-11.2% |
| Participant deferral / active EE | $6,703 | $4,642+44.4% | $6,326+6.0% | $4,274+56.9% |
| Admin fee / account holder | $961 | $10,210-90.6% | $17,523-94.5% | $7,775-87.6% |