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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 | $36,412 | $78,423-53.6% | $95,964-62.1% | $79,856-54.4% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 42.93% | 19.37%+23.6pp | 91.64%-48.7pp | 31.71%+11.2pp |
| Employer contribution / active EE | $746 | $1,945-61.6% | $2,541-70.6% | $2,471-69.8% |
| Participant deferral / active EE | $1,929 | $3,440-43.9% | $4,167-53.7% | $3,741-48.4% |
| Admin fee / account holder | $2,018 | $5,622-64.1% | $6,797-70.3% | $5,306-62.0% |