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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 | $32,085 | $64,705-50.4% | $62,929-49.0% | $67,986-52.8% |
| Participation rate | 63.6% | 65.6%-2.0pp | 73.1%-9.5pp | 57.2%+6.4pp |
| Annual return | 15.79% | 20.31%-4.5pp | 1063.93%-1048.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,916 | $2,376-19.3% | $2,505-23.5% | $2,019-5.1% |
| Participant deferral / active EE | $2,512 | $3,198-21.5% | $3,888-35.4% | $3,358-25.2% |
| Admin fee / account holder | $4,269 | $1,428+198.9% | $5,065-15.7% | $3,203+33.3% |