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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 | $68,343 | $96,731-29.3% | $123,973-44.9% | $86,983-21.4% |
| Participation rate | 36.7% | 70.0%-33.4pp | 76.7%-40.0pp | 69.5%-32.9pp |
| Annual return | 32.53% | 17.33%+15.2pp | 388.13%-355.6pp | 25.83%+6.7pp |
| Employer contribution / active EE | $1,594 | $3,297-51.7% | $4,126-61.4% | $2,584-38.3% |
| Participant deferral / active EE | $3,554 | $4,152-14.4% | $5,247-32.3% | $4,194-15.3% |
| Admin fee / account holder | $3,275 | $8,722-62.5% | $11,799-72.2% | $7,856-58.3% |