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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 | $41,524 | $63,346-34.4% | $92,240-55.0% | $70,126-40.8% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.1pp |
| Annual return | 13.92% | 530.19%-516.3pp | 176.29%-162.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $949 | $2,471-61.6% | $3,680-74.2% | $2,343-59.5% |
| Participant deferral / active EE | $2,117 | $2,854-25.8% | $3,897-45.7% | $3,332-36.5% |
| Admin fee / account holder | $1,862 | $3,841-51.5% | $5,194-64.2% | $4,645-59.9% |