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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 | $34,980 | $43,730-20.0% | $66,674-47.5% | $64,097-45.4% |
| Participation rate | 56.1% | 50.7%+5.3pp | 73.7%-17.6pp | 55.2%+0.9pp |
| Annual return | 19.62% | 53.62%-34.0pp | 321.24%-301.6pp | 34.64%-15.0pp |
| Employer contribution / active EE | $804 | $1,673-52.0% | $2,620-69.3% | $1,891-57.5% |
| Participant deferral / active EE | $3,458 | $2,122+63.0% | $4,084-15.3% | $3,080+12.3% |
| Admin fee / account holder | $3,033 | $2,708+12.0% | $5,098-40.5% | $3,454-12.2% |