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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 | $48,315 | $72,492-33.4% | $87,102-44.5% | $72,983-33.8% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 51.40% | 24.46%+26.9pp | 28.19%+23.2pp | 81.01%-29.6pp |
| Employer contribution / active EE | $1,720 | $1,894-9.2% | $2,521-31.8% | $2,440-29.5% |
| Participant deferral / active EE | $3,230 | $3,270-1.2% | $4,048-20.2% | $3,608-10.5% |
| Admin fee / account holder | $6,526 | $5,055+29.1% | $7,491-12.9% | $5,124+27.4% |