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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 | $19,527 | $45,343-56.9% | $150,298-87.0% | $67,986-71.3% |
| Participation rate | 56.1% | 51.9%+4.3pp | 77.8%-21.6pp | 57.2%-1.1pp |
| Annual return | 130.99% | 33.28%+97.7pp | 62.79%+68.2pp | 31.67%+99.3pp |
| Employer contribution / active EE | $1,695 | $1,462+15.9% | $4,154-59.2% | $2,019-16.1% |
| Participant deferral / active EE | $3,723 | $2,055+81.2% | $5,453-31.7% | $3,358+10.9% |
| Admin fee / account holder | $2,901 | $2,250+28.9% | $14,116-79.5% | $3,203-9.4% |