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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 | $43,904 | $70,684-37.9% | $169,390-74.1% | $75,173-41.6% |
| Participation rate | 68.2% | 64.8%+3.4pp | 77.2%-9.0pp | 67.2%+1.0pp |
| Annual return | 29.97% | 36.38%-6.4pp | 406.07%-376.1pp | 160.72%-130.7pp |
| Employer contribution / active EE | $1,468 | $2,211-33.6% | $4,013-63.4% | $2,671-45.0% |
| Participant deferral / active EE | $2,431 | $4,310-43.6% | $6,222-60.9% | $4,126-41.1% |
| Admin fee / account holder | $3,625 | $5,404-32.9% | $9,015-59.8% | $5,651-35.8% |