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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 | $39,169 | $61,125-35.9% | $94,057-58.4% | $87,485-55.2% |
| Participation rate | 69.5% | 64.1%+5.4pp | 73.3%-3.9pp | 68.9%+0.6pp |
| Annual return | 14.37% | 35.20%-20.8pp | 480.62%-466.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,428 | $2,136-33.1% | $2,933-51.3% | $2,596-45.0% |
| Participant deferral / active EE | $3,466 | $3,260+6.3% | $4,709-26.4% | $4,274-18.9% |
| Admin fee / account holder | $801 | $5,629-85.8% | $7,244-88.9% | $7,775-89.7% |