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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 | $31,849 | $99,053-67.8% | $88,179-63.9% | $138,895-77.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 49.22% | 78.17%-29.0pp | 64.97%-15.8pp | 145.39%-96.2pp |
| Employer contribution / active EE | $2,523 | $2,882-12.5% | $2,549-1.1% | $4,194-39.9% |
| Participant deferral / active EE | $8,169 | $5,225+56.3% | $4,614+77.0% | $6,396+27.7% |
| Admin fee / account holder | $966 | $8,748-89.0% | $7,673-87.4% | $12,562-92.3% |