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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 | $58,241-38.8% | $81,780-56.4% | $80,911-56.0% |
| Participation rate | 67.8% | 63.4%+4.4pp | 72.4%-4.5pp | 67.6%+0.2pp |
| Annual return | 35.88% | 41.73%-5.8pp | 776.27%-740.4pp | 35.63%+0.3pp |
| Employer contribution / active EE | $3,190 | $2,343+36.1% | $2,914+9.5% | $2,756+15.7% |
| Participant deferral / active EE | $6,905 | $3,283+110.3% | $4,321+59.8% | $4,297+60.7% |
| Admin fee / account holder | $322 | $4,973-93.5% | $7,384-95.6% | $6,935-95.4% |