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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 | $34,946 | $53,128-34.2% | $86,582-59.6% | $70,126-50.2% |
| Participation rate | 65.7% | 65.3%+0.4pp | 73.5%-7.8pp | 69.5%-3.8pp |
| Annual return | 18.90% | 27.66%-8.8pp | 965.08%-946.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,283 | $2,068-37.9% | $2,839-54.8% | $2,343-45.2% |
| Participant deferral / active EE | $2,946 | $2,695+9.3% | $3,609-18.4% | $3,332-11.6% |
| Admin fee / account holder | $2,455 | $3,584-31.5% | $4,904-49.9% | $4,645-47.2% |