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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 | $37,634 | $91,086-58.7% | $203,872-81.5% | $86,983-56.7% |
| Participation rate | 67.5% | 65.8%+1.7pp | 77.8%-10.3pp | 69.5%-2.0pp |
| Annual return | 18.91% | 22.30%-3.4pp | 85.11%-66.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $2,691 | $2,063+30.4% | $3,757-28.4% | $2,584+4.1% |
| Participant deferral / active EE | $4,231 | $4,019+5.3% | $6,388-33.8% | $4,194+0.9% |
| Admin fee / account holder | $1,557 | $8,987-82.7% | $11,730-86.7% | $7,856-80.2% |