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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 | $34,496 | $102,429-66.3% | $147,096-76.5% | $80,925-57.4% |
| Participation rate | 47.2% | 75.9%-28.6pp | 82.2%-35.0pp | 67.7%-20.4pp |
| Annual return | 34.28% | 135.02%-100.7pp | 419.75%-385.5pp | 35.65%-1.4pp |
| Employer contribution / active EE | $3,642 | $3,716-2.0% | $4,936-26.2% | $2,756+32.1% |
| Participant deferral / active EE | $8,063 | $6,649+21.3% | $8,071-0.1% | $4,299+87.6% |
| Admin fee / account holder | $12,969 | $7,957+63.0% | $13,005-0.3% | $6,940+86.9% |