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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 | $33,367 | $34,316-2.8% | $74,723-55.3% | $72,976-54.3% |
| Participation rate | 43.3% | 42.4%+0.9pp | 54.5%-11.2pp | 69.5%-26.2pp |
| Annual return | 23.22% | 26.58%-3.4pp | 753.18%-730.0pp | 81.02%-57.8pp |
| Employer contribution / active EE | $543 | $692-21.6% | $1,084-50.0% | $2,440-77.8% |
| Participant deferral / active EE | $846 | $1,272-33.5% | $1,962-56.9% | $3,608-76.5% |
| Admin fee / account holder | $2,498 | $2,125+17.6% | $3,335-25.1% | $5,124-51.3% |