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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 | $40,501 | $106,864-62.1% | $147,318-72.5% | $82,637-51.0% |
| Participation rate | 67.4% | 75.5%-8.1pp | 82.1%-14.7pp | 68.1%-0.7pp |
| Annual return | 134.10% | 27.49%+106.6pp | 70.43%+63.7pp | 53.51%+80.6pp |
| Employer contribution / active EE | $2,088 | $3,417-38.9% | $4,593-54.5% | $2,552-18.2% |
| Participant deferral / active EE | $3,376 | $6,496-48.0% | $7,906-57.3% | $4,126-18.2% |
| Admin fee / account holder | $1,286 | $8,415-84.7% | $13,708-90.6% | $7,339-82.5% |