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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 | $44,323 | $89,370-50.4% | $141,197-68.6% | $72,976-39.3% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 26.19% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $2,103 | $3,115-32.5% | $4,736-55.6% | $2,440-13.8% |
| Participant deferral / active EE | $3,896 | $5,419-28.1% | $6,710-41.9% | $3,608+8.0% |
| Admin fee / account holder | $2,135 | $5,957-64.2% | $10,265-79.2% | $5,124-58.3% |