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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 | $35,636 | $58,275-38.8% | $81,844-56.5% | $80,935-56.0% |
| Participation rate | 67.8% | 63.5%+4.4pp | 72.4%-4.6pp | 67.7%+0.2pp |
| Annual return | 35.88% | 41.82%-5.9pp | 778.87%-743.0pp | 35.66%+0.2pp |
| Employer contribution / active EE | $3,190 | $2,346+36.0% | $2,916+9.4% | $2,757+15.7% |
| Participant deferral / active EE | $6,905 | $3,285+110.2% | $4,323+59.7% | $4,299+60.6% |
| Admin fee / account holder | $322 | $4,749-93.2% | $7,355-95.6% | $6,924-95.3% |