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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 | $56,614 | $93,598-39.5% | $135,974-58.4% | $75,173-24.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 166.59% | 30.89%+135.7pp | 68.30%+98.3pp | 160.72%+5.9pp |
| Employer contribution / active EE | $2,946 | $3,538-16.7% | $4,859-39.4% | $2,671+10.3% |
| Participant deferral / active EE | $4,796 | $6,405-25.1% | $7,760-38.2% | $4,126+16.2% |
| Admin fee / account holder | $825 | $6,978-88.2% | $10,767-92.3% | $5,651-85.4% |