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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 | $34,322 | $42,546-19.3% | $71,796-52.2% | $55,167-37.8% |
| Participation rate | 55.6% | 59.1%-3.6pp | 69.1%-13.6pp | 69.0%-13.4pp |
| Annual return | 7.41% | 12.36%-5.0pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $620 | $803-22.8% | $1,924-67.8% | $1,963-68.4% |
| Participant deferral / active EE | $3,033 | $2,064+46.9% | $2,794+8.5% | $3,054-0.7% |
| Admin fee / account holder | $2,789 | $650+329.3% | $4,815-42.1% | $504+453.4% |