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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 | $33,259 | $71,215-53.3% | $93,696-64.5% | $80,935-58.9% |
| Participation rate | 46.3% | 60.4%-14.1pp | 68.7%-22.5pp | 67.7%-21.4pp |
| Annual return | 42.52% | 11.27%+31.3pp | 133.74%-91.2pp | 35.66%+6.9pp |
| Employer contribution / active EE | $1,981 | $1,565+26.6% | $2,422-18.2% | $2,757-28.1% |
| Participant deferral / active EE | $3,254 | $4,037-19.4% | $4,417-26.3% | $4,299-24.3% |
| Admin fee / account holder | $1,592 | $6,958-77.1% | $8,287-80.8% | $6,924-77.0% |