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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 | $35,153 | $56,134-37.4% | $96,161-63.4% | $85,856-59.1% |
| Participation rate | 57.1% | 56.7%+0.4pp | 68.4%-11.3pp | 69.3%-12.2pp |
| Annual return | 17.57% | 42.30%-24.7pp | 192.01%-174.4pp | 318.58%-301.0pp |
| Employer contribution / active EE | $1,919 | $1,620+18.4% | $2,798-31.4% | $2,565-25.2% |
| Participant deferral / active EE | $3,312 | $2,858+15.9% | $4,349-23.9% | $3,952-16.2% |
| Admin fee / account holder | $2,559 | $3,769-32.1% | $5,538-53.8% | $6,261-59.1% |