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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 | $33,815 | $78,670-57.0% | $109,173-69.0% | $85,847-60.6% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 43.10% | 25.09%+18.0pp | 25.75%+17.3pp | 318.61%-275.5pp |
| Employer contribution / active EE | $1,861 | $2,734-31.9% | $3,723-50.0% | $2,565-27.5% |
| Participant deferral / active EE | $4,219 | $3,467+21.7% | $4,654-9.3% | $3,952+6.8% |
| Admin fee / account holder | $2,763 | $5,469-49.5% | $6,755-59.1% | $6,261-55.9% |