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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 | $33,136 | $53,128-37.6% | $86,582-61.7% | $70,126-52.7% |
| Participation rate | 67.8% | 65.3%+2.5pp | 73.5%-5.8pp | 69.5%-1.7pp |
| Annual return | 16.71% | 27.66%-10.9pp | 965.08%-948.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $2,839-62.6% | $2,343-54.6% |
| Participant deferral / active EE | $3,129 | $2,695+16.1% | $3,609-13.3% | $3,332-6.1% |
| Admin fee / account holder | $1,156 | $3,584-67.8% | $4,904-76.4% | $4,645-75.1% |