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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 | $27,172 | $76,371-64.4% | $93,621-71.0% | $72,976-62.8% |
| Participation rate | 61.7% | 71.8%-10.1pp | 75.8%-14.1pp | 69.5%-7.8pp |
| Annual return | 78.45% | 25.82%+52.6pp | 32.76%+45.7pp | 81.02%-2.6pp |
| Employer contribution / active EE | $1,603 | $2,276-29.5% | $2,719-41.0% | $2,440-34.3% |
| Participant deferral / active EE | $3,762 | $3,538+6.3% | $4,070-7.5% | $3,608+4.3% |
| Admin fee / account holder | $4,367 | $6,839-36.1% | $7,890-44.7% | $5,124-14.8% |