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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 | $34,451 | $57,590-40.2% | $86,233-60.0% | $82,448-58.2% |
| Participation rate | 36.2% | 57.9%-21.7pp | 69.0%-32.8pp | 68.1%-31.9pp |
| Annual return | 74.11% | 22.41%+51.7pp | 61.39%+12.7pp | 41.64%+32.5pp |
| Employer contribution / active EE | $951 | $1,655-42.5% | $2,504-62.0% | $2,551-62.7% |
| Participant deferral / active EE | $2,402 | $3,080-22.0% | $4,559-47.3% | $4,139-42.0% |
| Admin fee / account holder | $4,189 | $4,730-11.4% | $8,342-49.8% | $7,234-42.1% |