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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 | $34,061 | $89,370-61.9% | $141,197-75.9% | $72,976-53.3% |
| Participation rate | 68.2% | 75.1%-6.9pp | 82.5%-14.3pp | 69.5%-1.3pp |
| Annual return | 39.97% | 111.88%-71.9pp | 71.41%-31.4pp | 81.02%-41.0pp |
| Employer contribution / active EE | $2,594 | $3,115-16.7% | $4,736-45.2% | $2,440+6.3% |
| Participant deferral / active EE | $6,219 | $5,419+14.8% | $6,710-7.3% | $3,608+72.4% |
| Admin fee / account holder | $852 | $5,957-85.7% | $10,265-91.7% | $5,124-83.4% |