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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 | $25,251 | $49,693-49.2% | $70,544-64.2% | $74,460-66.1% |
| Participation rate | 64.8% | 64.7%+0.1pp | 68.4%-3.6pp | 70.7%-6.0pp |
| Annual return | 228.92% | 21.22%+207.7pp | 32.79%+196.1pp | 34.38%+194.5pp |
| Employer contribution / active EE | $3,089 | $1,773+74.2% | $2,976+3.8% | $2,638+17.1% |
| Participant deferral / active EE | $6,147 | $3,376+82.1% | $4,568+34.6% | $4,530+35.7% |
| Admin fee / account holder | $2,894 | $316+816.7% | $6,427-55.0% | $348+732.2% |