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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 | $29,008 | $49,896-41.9% | $80,627-64.0% | $75,173-61.4% |
| Participation rate | 63.9% | 55.3%+8.6pp | 67.0%-3.1pp | 67.2%-3.3pp |
| Annual return | 19.05% | 34.67%-15.6pp | 936.76%-917.7pp | 160.72%-141.7pp |
| Employer contribution / active EE | $1,923 | $1,699+13.2% | $2,723-29.4% | $2,671-28.0% |
| Participant deferral / active EE | $4,322 | $2,992+44.5% | $4,443-2.7% | $4,126+4.8% |
| Admin fee / account holder | $2,434 | $3,578-32.0% | $5,381-54.8% | $5,651-56.9% |