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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 | $62,427 | $89,370-30.1% | $141,197-55.8% | $72,976-14.5% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.5%-28.2pp | 69.5%-15.2pp |
| Annual return | 32.47% | 111.88%-79.4pp | 71.41%-38.9pp | 81.02%-48.5pp |
| Employer contribution / active EE | $1,827 | $3,115-41.3% | $4,736-61.4% | $2,440-25.1% |
| Participant deferral / active EE | $5,529 | $5,419+2.0% | $6,710-17.6% | $3,608+53.3% |
| Admin fee / account holder | $6,454 | $5,957+8.4% | $10,265-37.1% | $5,124+26.0% |