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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 | $34,445 | $93,345-63.1% | $119,126-71.1% | $87,485-60.6% |
| Participation rate | 36.0% | 68.7%-32.7pp | 75.8%-39.8pp | 68.9%-32.9pp |
| Annual return | 22.30% | 19.08%+3.2pp | 282.11%-259.8pp | 26.06%-3.8pp |
| Employer contribution / active EE | $1,285 | $3,172-59.5% | $4,034-68.1% | $2,596-50.5% |
| Participant deferral / active EE | $3,149 | $4,099-23.2% | $5,318-40.8% | $4,274-26.3% |
| Admin fee / account holder | $3,253 | $8,039-59.5% | $10,693-69.6% | $7,775-58.2% |