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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 | $49,976-31.5% | $66,674-48.7% | $82,637-58.6% |
| Participation rate | 65.3% | 63.1%+2.2pp | 73.7%-8.4pp | 68.1%-2.7pp |
| Annual return | 18.23% | 39.09%-20.9pp | 321.24%-303.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,235 | $1,988-37.9% | $2,620-52.9% | $2,552-51.6% |
| Participant deferral / active EE | $2,629 | $2,847-7.7% | $4,084-35.6% | $4,126-36.3% |
| Admin fee / account holder | $2,532 | $4,594-44.9% | $5,098-50.3% | $7,339-65.5% |