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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 | $41,312 | $91,559-54.9% | $133,978-69.2% | $79,856-48.3% |
| Participation rate | 59.4% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 11.85% | 61.85%-50.0pp | 45.10%-33.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,186 | $2,384+33.6% | $3,919-18.7% | $2,471+28.9% |
| Participant deferral / active EE | $6,385 | $3,734+71.0% | $5,047+26.5% | $3,741+70.7% |
| Admin fee / account holder | $8,835 | $6,321+39.8% | $8,930-1.1% | $5,306+66.5% |