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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 | $38,468 | $89,370-57.0% | $141,197-72.8% | $72,976-47.3% |
| Participation rate | 68.4% | 75.1%-6.7pp | 82.5%-14.1pp | 69.5%-1.1pp |
| Annual return | 20.51% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,484 | $3,115-20.2% | $4,736-47.5% | $2,440+1.8% |
| Participant deferral / active EE | $5,839 | $5,419+7.7% | $6,710-13.0% | $3,608+61.8% |
| Admin fee / account holder | $6,362 | $5,957+6.8% | $10,265-38.0% | $5,124+24.2% |