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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 | $34,735 | $106,524-67.4% | $152,301-77.2% | $87,485-60.3% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.4%-50.1pp | 68.9%-36.6pp |
| Annual return | 55.98% | 26.89%+29.1pp | 80.50%-24.5pp | 26.06%+29.9pp |
| Employer contribution / active EE | $1,466 | $3,371-56.5% | $4,624-68.3% | $2,596-43.5% |
| Participant deferral / active EE | $2,766 | $6,525-57.6% | $8,004-65.4% | $4,274-35.3% |
| Admin fee / account holder | $1,217 | $8,287-85.3% | $14,398-91.5% | $7,775-84.3% |