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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 | $32,112 | $61,125-47.5% | $94,057-65.9% | $87,485-63.3% |
| Participation rate | 66.0% | 64.1%+1.9pp | 73.3%-7.3pp | 68.9%-2.9pp |
| Annual return | 14.78% | 35.20%-20.4pp | 480.62%-465.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $656 | $2,136-69.3% | $2,933-77.6% | $2,596-74.7% |
| Participant deferral / active EE | $1,979 | $3,260-39.3% | $4,709-58.0% | $4,274-53.7% |
| Admin fee / account holder | $2,807 | $5,629-50.1% | $7,244-61.3% | $7,775-63.9% |