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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 | $36,722 | $50,554-27.4% | $67,681-45.7% | $87,485-58.0% |
| Participation rate | 55.4% | 67.7%-12.4pp | 73.7%-18.4pp | 68.9%-13.6pp |
| Annual return | 33.59% | 17.81%+15.8pp | 590.58%-557.0pp | 26.06%+7.5pp |
| Employer contribution / active EE | $1,542 | $1,988-22.5% | $2,678-42.4% | $2,596-40.6% |
| Participant deferral / active EE | $3,079 | $2,961+4.0% | $3,976-22.5% | $4,274-27.9% |
| Admin fee / account holder | $8,680 | $4,132+110.0% | $6,100+42.3% | $7,775+11.6% |