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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 | $32,969 | $106,918-69.2% | $84,021-60.8% | $152,897-78.4% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 32.25% | 105.01%-72.8pp | 71.32%-39.1pp | 345.43%-313.2pp |
| Employer contribution / active EE | $2,868 | $2,735+4.9% | $1,984+44.6% | $4,764-39.8% |
| Participant deferral / active EE | $6,032 | $4,012+50.3% | $3,239+86.2% | $5,851+3.1% |
| Admin fee / account holder | $945 | $8,288-88.6% | $6,102-84.5% | $11,599-91.9% |