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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 | $36,494 | $78,423-53.5% | $95,964-62.0% | $79,856-54.3% |
| Participation rate | 67.6% | 73.5%-5.9pp | 77.1%-9.5pp | 69.6%-2.1pp |
| Annual return | 33.41% | 19.37%+14.0pp | 91.64%-58.2pp | 31.71%+1.7pp |
| Employer contribution / active EE | $2,324 | $1,945+19.5% | $2,541-8.5% | $2,471-5.9% |
| Participant deferral / active EE | $7,268 | $3,440+111.3% | $4,167+74.4% | $3,741+94.3% |
| Admin fee / account holder | $5,884 | $5,622+4.7% | $6,797-13.4% | $5,306+10.9% |