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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 | $89,259-62.9% | $107,187-69.1% | $82,637-60.0% |
| Participation rate | 66.0% | 67.9%-2.0pp | 75.0%-9.1pp | 68.1%-2.1pp |
| Annual return | 28.20% | 21.02%+7.2pp | 204.55%-176.3pp | 53.51%-25.3pp |
| Employer contribution / active EE | $1,721 | $3,080-44.1% | $3,782-54.5% | $2,552-32.6% |
| Participant deferral / active EE | $5,782 | $4,037+43.2% | $5,096+13.5% | $4,126+40.1% |
| Admin fee / account holder | $4,208 | $7,381-43.0% | $9,162-54.1% | $7,339-42.7% |