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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 | $30,494 | $99,053-69.2% | $88,179-65.4% | $138,895-78.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 13.44% | 78.17%-64.7pp | 64.97%-51.5pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,748 | $2,882-39.3% | $2,549-31.4% | $4,194-58.3% |
| Participant deferral / active EE | $920 | $5,225-82.4% | $4,614-80.1% | $6,396-85.6% |
| Admin fee / account holder | $2,994 | $8,748-65.8% | $7,673-61.0% | $12,562-76.2% |