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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 | $33,799 | $53,128-36.4% | $86,582-61.0% | $70,126-51.8% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-8.0pp | 69.5%-4.0pp |
| Annual return | 16.02% | 27.66%-11.6pp | 965.08%-949.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $759 | $2,068-63.3% | $2,839-73.3% | $2,343-67.6% |
| Participant deferral / active EE | $2,766 | $2,695+2.6% | $3,609-23.4% | $3,332-17.0% |
| Admin fee / account holder | $2,728 | $3,584-23.9% | $4,904-44.4% | $4,645-41.3% |