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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 | $34,617 | $58,627-41.0% | $76,735-54.9% | $82,448-58.0% |
| Participation rate | 43.1% | 63.2%-20.1pp | 69.5%-26.4pp | 68.1%-25.0pp |
| Annual return | 71.83% | 39.10%+32.7pp | 29.77%+42.1pp | 41.64%+30.2pp |
| Employer contribution / active EE | $1,420 | $1,729-17.9% | $2,454-42.1% | $2,551-44.3% |
| Participant deferral / active EE | $2,603 | $3,134-16.9% | $4,088-36.3% | $4,139-37.1% |
| Admin fee / account holder | $1,210 | $5,323-77.3% | $7,189-83.2% | $7,234-83.3% |