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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 | $35,173 | $63,354-44.5% | $94,105-62.6% | $82,637-57.4% |
| Participation rate | 56.9% | 63.8%-7.0pp | 71.9%-15.1pp | 68.1%-11.2pp |
| Annual return | 62.92% | 34.36%+28.6pp | 204.55%-141.6pp | 53.51%+9.4pp |
| Employer contribution / active EE | $1,695 | $1,760-3.7% | $2,504-32.3% | $2,552-33.6% |
| Participant deferral / active EE | $3,000 | $2,873+4.4% | $3,881-22.7% | $4,126-27.3% |
| Admin fee / account holder | $2,109 | $5,073-58.4% | $6,199-66.0% | $7,339-71.3% |