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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 | $32,888 | $59,440-44.7% | $78,004-57.8% | $82,637-60.2% |
| Participation rate | 66.7% | 62.8%+3.8pp | 69.4%-2.8pp | 68.1%-1.4pp |
| Annual return | 96.28% | 40.24%+56.0pp | 31.07%+65.2pp | 53.51%+42.8pp |
| Employer contribution / active EE | $1,554 | $1,750-11.2% | $2,469-37.1% | $2,552-39.1% |
| Participant deferral / active EE | $3,768 | $3,138+20.1% | $4,092-7.9% | $4,126-8.7% |
| Admin fee / account holder | $1,895 | $5,504-65.6% | $7,578-75.0% | $7,339-74.2% |