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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 | $32,699 | $69,383-52.9% | $101,271-67.7% | $73,493-55.5% |
| Participation rate | 66.1% | 68.4%-2.3pp | 75.8%-9.7pp | 70.7%-4.6pp |
| Annual return | 231.32% | 18.46%+212.9pp | 46.48%+184.8pp | 28.51%+202.8pp |
| Employer contribution / active EE | $2,095 | $2,628-20.3% | $3,660-42.7% | $2,270-7.7% |
| Participant deferral / active EE | $4,803 | $3,301+45.5% | $4,371+9.9% | $3,740+28.4% |
| Admin fee / account holder | $1,303 | $704+85.2% | $5,948-78.1% | $513+154.0% |