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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 | $34,519 | $43,730-21.1% | $66,674-48.2% | $64,097-46.1% |
| Participation rate | 54.2% | 50.7%+3.5pp | 73.7%-19.5pp | 55.2%-1.0pp |
| Annual return | 19.70% | 53.62%-33.9pp | 321.24%-301.5pp | 34.64%-14.9pp |
| Employer contribution / active EE | $530 | $1,673-68.3% | $2,620-79.8% | $1,891-72.0% |
| Participant deferral / active EE | $2,001 | $2,122-5.7% | $4,084-51.0% | $3,080-35.0% |
| Admin fee / account holder | $1,409 | $2,708-48.0% | $5,098-72.4% | $3,454-59.2% |