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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 | $35,481 | $86,298-58.9% | $111,308-68.1% | $85,847-58.7% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 15.18% | 19.99%-4.8pp | 54.67%-39.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $1,489 | $2,044-27.1% | $2,732-45.5% | $2,565-41.9% |
| Participant deferral / active EE | $2,235 | $3,641-38.6% | $4,487-50.2% | $3,952-43.5% |
| Admin fee / account holder | $3,733 | $8,189-54.4% | $7,965-53.1% | $6,261-40.4% |