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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 | $29,132 | $91,198-68.1% | $178,503-83.7% | $79,856-63.5% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 16.53% | 24.20%-7.7pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,512 | $3,257-53.6% | $5,011-69.8% | $2,471-38.8% |
| Participant deferral / active EE | $4,155 | $3,237+28.4% | $5,202-20.1% | $3,741+11.1% |
| Admin fee / account holder | $3,728 | $6,748-44.8% | $13,987-73.3% | $5,306-29.8% |