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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 | $46,641 | $83,369-44.1% | $105,223-55.7% | $67,986-31.4% |
| Participation rate | 69.3% | 56.3%+13.0pp | 75.0%-5.7pp | 57.2%+12.1pp |
| Annual return | 32.03% | 24.64%+7.4pp | 180.65%-148.6pp | 31.67%+0.4pp |
| Employer contribution / active EE | $2,102 | $2,541-17.3% | $3,689-43.0% | $2,019+4.1% |
| Participant deferral / active EE | $3,636 | $3,295+10.3% | $5,072-28.3% | $3,358+8.3% |
| Admin fee / account holder | $724 | $4,073-82.2% | $8,859-91.8% | $3,203-77.4% |