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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 | $51,638-33.7% | $68,368-49.9% | $82,448-58.5% |
| Participation rate | 65.3% | 63.6%+1.7pp | 73.8%-8.4pp | 68.1%-2.8pp |
| Annual return | 18.23% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,235 | $2,047-39.7% | $2,649-53.4% | $2,551-51.6% |
| Participant deferral / active EE | $2,629 | $2,914-9.8% | $4,123-36.2% | $4,139-36.5% |
| Admin fee / account holder | $2,532 | $4,643-45.5% | $5,150-50.8% | $7,234-65.0% |