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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 | $39,169 | $51,638-24.1% | $68,368-42.7% | $82,448-52.5% |
| Participation rate | 69.5% | 63.6%+5.9pp | 73.8%-4.3pp | 68.1%+1.4pp |
| Annual return | 14.37% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,428 | $2,047-30.2% | $2,649-46.1% | $2,551-44.0% |
| Participant deferral / active EE | $3,466 | $2,914+19.0% | $4,123-15.9% | $4,139-16.3% |
| Admin fee / account holder | $801 | $4,643-82.8% | $5,150-84.4% | $7,234-88.9% |