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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 | $35,012 | $81,504-57.0% | $102,437-65.8% | $80,959-56.8% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 59.14% | 25.60%+33.5pp | 24.95%+34.2pp | 35.67%+23.5pp |
| Employer contribution / active EE | $2,182 | $3,104-29.7% | $3,871-43.6% | $2,757-20.8% |
| Participant deferral / active EE | $8,775 | $3,871+126.7% | $5,060+73.4% | $4,300+104.1% |
| Admin fee / account holder | $2,318 | $6,719-65.5% | $8,388-72.4% | $6,925-66.5% |