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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 | $19,382 | $141,004-86.3% | $112,273-82.7% | $139,466-86.1% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 32.15% | 32.75%-0.6pp | 30.23%+1.9pp | 373.66%-341.5pp |
| Employer contribution / active EE | $1,625 | $4,285-62.1% | $3,431-52.6% | $4,754-65.8% |
| Participant deferral / active EE | $4,483 | $5,878-23.7% | $4,800-6.6% | $6,712-33.2% |
| Admin fee / account holder | $1,884 | $9,959-81.1% | $7,752-75.7% | $11,409-83.5% |