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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 | $69,444-50.2% | $92,985-62.8% | $87,485-60.4% |
| Participation rate | 43.1% | 63.3%-20.2pp | 69.5%-26.4pp | 68.9%-25.9pp |
| Annual return | 71.83% | 23.85%+48.0pp | 27.99%+43.8pp | 26.06%+45.8pp |
| Employer contribution / active EE | $1,420 | $1,917-25.9% | $2,662-46.6% | $2,596-45.3% |
| Participant deferral / active EE | $2,603 | $3,364-22.6% | $4,377-40.5% | $4,274-39.1% |
| Admin fee / account holder | $1,210 | $6,137-80.3% | $9,463-87.2% | $7,775-84.4% |