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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 | $32,887 | $61,125-46.2% | $94,057-65.0% | $87,485-62.4% |
| Participation rate | 51.9% | 64.1%-12.2pp | 73.3%-21.5pp | 68.9%-17.1pp |
| Annual return | 21.03% | 35.20%-14.2pp | 480.62%-459.6pp | 26.06%-5.0pp |
| Employer contribution / active EE | $2,324 | $2,136+8.8% | $2,933-20.8% | $2,596-10.5% |
| Participant deferral / active EE | $3,396 | $3,260+4.2% | $4,709-27.9% | $4,274-20.5% |
| Admin fee / account holder | $1,709 | $5,629-69.6% | $7,244-76.4% | $7,775-78.0% |