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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 | $34,221 | $61,125-44.0% | $94,057-63.6% | $87,485-60.9% |
| Participation rate | 65.3% | 64.1%+1.2pp | 73.3%-8.0pp | 68.9%-3.6pp |
| Annual return | 18.23% | 35.20%-17.0pp | 480.62%-462.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,235 | $2,136-42.2% | $2,933-57.9% | $2,596-52.4% |
| Participant deferral / active EE | $2,629 | $3,260-19.4% | $4,709-44.2% | $4,274-38.5% |
| Admin fee / account holder | $2,532 | $5,629-55.0% | $7,244-65.0% | $7,775-67.4% |