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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 | $33,085 | $88,672-62.7% | $105,223-68.6% | $82,448-59.9% |
| Participation rate | 66.0% | 67.9%-2.0pp | 75.0%-9.1pp | 68.1%-2.1pp |
| Annual return | 28.20% | 30.86%-2.7pp | 180.65%-152.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,721 | $3,048-43.5% | $3,689-53.4% | $2,551-32.6% |
| Participant deferral / active EE | $5,782 | $4,036+43.3% | $5,072+14.0% | $4,139+39.7% |
| Admin fee / account holder | $4,208 | $7,146-41.1% | $8,859-52.5% | $7,234-41.8% |