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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 | $51,184-26.3% | $66,439-43.2% | $86,983-56.6% |
| Participation rate | 64.3% | 68.5%-4.2pp | 74.5%-10.2pp | 69.5%-5.3pp |
| Annual return | 25.98% | 17.07%+8.9pp | 757.66%-731.7pp | 25.83%+0.1pp |
| Employer contribution / active EE | $2,820 | $2,023+39.4% | $2,637+7.0% | $2,584+9.1% |
| Participant deferral / active EE | $8,935 | $2,927+205.2% | $3,876+130.5% | $4,194+113.0% |
| Admin fee / account holder | $7,013 | $4,154+68.8% | $6,173+13.6% | $7,856-10.7% |