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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 | $35,248 | $57,590-38.8% | $86,233-59.1% | $82,448-57.2% |
| Participation rate | 47.9% | 57.9%-9.9pp | 69.0%-21.1pp | 68.1%-20.2pp |
| Annual return | 82.44% | 22.41%+60.0pp | 61.39%+21.1pp | 41.64%+40.8pp |
| Employer contribution / active EE | $1,859 | $1,655+12.3% | $2,504-25.8% | $2,551-27.1% |
| Participant deferral / active EE | $3,057 | $3,080-0.7% | $4,559-32.9% | $4,139-26.1% |
| Admin fee / account holder | $559 | $4,730-88.2% | $8,342-93.3% | $7,234-92.3% |