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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 | $35,810 | $45,050-20.5% | $63,018-43.2% | $70,126-48.9% |
| Participation rate | 61.5% | 69.5%-8.0pp | 74.8%-13.3pp | 69.5%-8.0pp |
| Annual return | 44.85% | 18.76%+26.1pp | 87.62%-42.8pp | 73.15%-28.3pp |
| Employer contribution / active EE | $1,328 | $2,052-35.3% | $2,761-51.9% | $2,343-43.3% |
| Participant deferral / active EE | $3,639 | $2,466+47.6% | $3,330+9.3% | $3,332+9.2% |
| Admin fee / account holder | $879 | $2,834-69.0% | $3,601-75.6% | $4,645-81.1% |