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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 | $35,499 | $93,345-62.0% | $119,126-70.2% | $87,485-59.4% |
| Participation rate | 62.5% | 68.7%-6.2pp | 75.8%-13.3pp | 68.9%-6.4pp |
| Annual return | 27.30% | 19.08%+8.2pp | 282.11%-254.8pp | 26.06%+1.2pp |
| Employer contribution / active EE | $1,230 | $3,172-61.2% | $4,034-69.5% | $2,596-52.6% |
| Participant deferral / active EE | $2,417 | $4,099-41.0% | $5,318-54.6% | $4,274-43.4% |
| Admin fee / account holder | $1,729 | $8,039-78.5% | $10,693-83.8% | $7,775-77.8% |