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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 | $34,266 | $65,034-47.3% | $90,970-62.3% | $79,856-57.1% |
| Participation rate | 58.5% | 61.6%-3.1pp | 69.0%-10.5pp | 69.6%-11.1pp |
| Annual return | 51.06% | 30.45%+20.6pp | 134.60%-83.5pp | 31.71%+19.3pp |
| Employer contribution / active EE | $1,582 | $1,247+26.8% | $2,122-25.4% | $2,471-36.0% |
| Participant deferral / active EE | $2,817 | $2,512+12.1% | $3,373-16.5% | $3,741-24.7% |
| Admin fee / account holder | $1,468 | $4,536-67.6% | $5,961-75.4% | $5,306-72.3% |