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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 | $41,125 | $61,125-32.7% | $94,057-56.3% | $87,485-53.0% |
| Participation rate | 68.3% | 64.1%+4.3pp | 73.3%-5.0pp | 68.9%-0.6pp |
| Annual return | 23.92% | 35.20%-11.3pp | 480.62%-456.7pp | 26.06%-2.1pp |
| Employer contribution / active EE | $2,748 | $2,136+28.6% | $2,933-6.3% | $2,596+5.8% |
| Participant deferral / active EE | $5,362 | $3,260+64.5% | $4,709+13.9% | $4,274+25.5% |
| Admin fee / account holder | $8,780 | $5,629+56.0% | $7,244+21.2% | $7,775+12.9% |