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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 | $31,726 | $45,123-29.7% | $85,240-62.8% | $74,478-57.4% |
| Participation rate | 61.5% | 49.4%+12.1pp | 67.5%-6.1pp | 67.2%-5.8pp |
| Annual return | 13.13% | 26.32%-13.2pp | 66.75%-53.6pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $3,708 | $1,459+154.2% | $2,735+35.6% | $2,626+41.2% |
| Participant deferral / active EE | $7,922 | $2,736+189.5% | $4,527+75.0% | $4,350+82.1% |
| Admin fee / account holder | $2,909 | $2,215+31.4% | $6,165-52.8% | $1,946+49.5% |