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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 | $33,085 | $93,345-64.6% | $119,126-72.2% | $87,485-62.2% |
| Participation rate | 66.0% | 68.7%-2.8pp | 75.8%-9.8pp | 68.9%-3.0pp |
| Annual return | 28.20% | 19.08%+9.1pp | 282.11%-253.9pp | 26.06%+2.1pp |
| Employer contribution / active EE | $1,721 | $3,172-45.8% | $4,034-57.3% | $2,596-33.7% |
| Participant deferral / active EE | $5,782 | $4,099+41.1% | $5,318+8.7% | $4,274+35.3% |
| Admin fee / account holder | $4,208 | $8,039-47.6% | $10,693-60.6% | $7,775-45.9% |