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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 | $47,598 | $65,395-27.2% | $182,558-73.9% | $72,976-34.8% |
| Participation rate | 65.0% | 65.4%-0.4pp | 78.0%-13.0pp | 69.5%-4.5pp |
| Annual return | 35.40% | 27.68%+7.7pp | 148.59%-113.2pp | 81.02%-45.6pp |
| Employer contribution / active EE | $518 | $1,911-72.9% | $4,076-87.3% | $2,440-78.8% |
| Participant deferral / active EE | $2,343 | $3,563-34.2% | $5,526-57.6% | $3,608-35.1% |
| Admin fee / account holder | $355 | $4,245-91.6% | $8,594-95.9% | $5,124-93.1% |