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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 | $26,019 | $98,766-73.7% | $149,730-82.6% | $79,852-67.4% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 27.51% | 27.43%+0.1pp | 276.70%-249.2pp | 31.72%-4.2pp |
| Employer contribution / active EE | $1,957 | $3,217-39.2% | $4,645-57.9% | $2,471-20.8% |
| Participant deferral / active EE | $4,099 | $5,681-27.9% | $6,843-40.1% | $3,740+9.6% |
| Admin fee / account holder | $308 | $6,052-94.9% | $9,310-96.7% | $5,306-94.2% |