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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 | $52,838 | $83,843-37.0% | $123,973-57.4% | $65,306-19.1% |
| Participation rate | 66.7% | 56.0%+10.7pp | 76.7%-10.0pp | 57.7%+9.0pp |
| Annual return | 11.02% | 19.87%-8.9pp | 388.13%-377.1pp | 21.94%-10.9pp |
| Employer contribution / active EE | $2,039 | $2,873-29.0% | $4,126-50.6% | $1,967+3.6% |
| Participant deferral / active EE | $4,043 | $2,997+34.9% | $5,247-22.9% | $2,959+36.6% |
| Admin fee / account holder | $1,866 | $4,735-60.6% | $11,799-84.2% | $3,480-46.4% |