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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 | $37,734 | $48,011-21.4% | $63,803-40.9% | $82,637-54.3% |
| Participation rate | 64.3% | 66.6%-2.3pp | 72.7%-8.4pp | 68.1%-3.8pp |
| Annual return | 25.98% | 19.84%+6.1pp | 543.72%-517.7pp | 53.51%-27.5pp |
| Employer contribution / active EE | $2,820 | $1,904+48.2% | $2,532+11.4% | $2,552+10.5% |
| Participant deferral / active EE | $8,935 | $2,846+213.9% | $3,843+132.5% | $4,126+116.5% |
| Admin fee / account holder | $7,013 | $3,873+81.1% | $5,196+35.0% | $7,339-4.4% |