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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 | $34,309 | $157,304-78.2% | $141,197-75.7% | $152,909-77.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 72.41% | 64.34%+8.1pp | 71.41%+1.0pp | 345.46%-273.1pp |
| Employer contribution / active EE | $2,180 | $5,263-58.6% | $4,736-54.0% | $4,764-54.2% |
| Participant deferral / active EE | $9,235 | $7,111+29.9% | $6,710+37.6% | $5,851+57.8% |
| Admin fee / account holder | $4,525 | $12,126-62.7% | $10,265-55.9% | $11,601-61.0% |