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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 | $60,442-43.0% | $96,754-64.4% | $87,485-60.6% |
| Participation rate | 36.2% | 58.7%-22.5pp | 70.3%-34.1pp | 68.9%-32.8pp |
| Annual return | 74.11% | 21.97%+52.1pp | 82.04%-7.9pp | 26.06%+48.0pp |
| Employer contribution / active EE | $951 | $1,691-43.7% | $2,679-64.5% | $2,596-63.4% |
| Participant deferral / active EE | $2,402 | $3,280-26.8% | $4,758-49.5% | $4,274-43.8% |
| Admin fee / account holder | $4,189 | $5,069-17.4% | $8,905-53.0% | $7,775-46.1% |