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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 | $26,438 | $93,598-71.8% | $135,974-80.6% | $75,173-64.8% |
| Participation rate | 69.8% | 75.2%-5.4pp | 81.9%-12.1pp | 67.2%+2.6pp |
| Annual return | 45.72% | 30.89%+14.8pp | 68.30%-22.6pp | 160.72%-115.0pp |
| Employer contribution / active EE | $3,904 | $3,538+10.3% | $4,859-19.7% | $2,671+46.2% |
| Participant deferral / active EE | $8,603 | $6,405+34.3% | $7,760+10.9% | $4,126+108.5% |
| Admin fee / account holder | $1,834 | $6,978-73.7% | $10,767-83.0% | $5,651-67.5% |