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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 | $105,284-68.6% | $150,734-78.1% | $94,015-64.8% |
| Participation rate | 66.0% | 71.7%-5.8pp | 78.4%-12.5pp | 70.8%-4.9pp |
| Annual return | 28.20% | 15.67%+12.5pp | 600.81%-572.6pp | 17.84%+10.4pp |
| Employer contribution / active EE | $1,721 | $3,599-52.2% | $4,918-65.0% | $2,790-38.3% |
| Participant deferral / active EE | $5,782 | $4,274+35.3% | $5,610+3.1% | $4,249+36.1% |
| Admin fee / account holder | $4,208 | $9,839-57.2% | $14,905-71.8% | $8,951-53.0% |