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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 | $25,384 | $98,760-74.3% | $149,715-83.0% | $79,858-68.2% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.8pp |
| Annual return | 29.54% | 27.43%+2.1pp | 276.66%-247.1pp | 31.72%-2.2pp |
| Employer contribution / active EE | $1,785 | $3,217-44.5% | $4,645-61.6% | $2,471-27.8% |
| Participant deferral / active EE | $5,579 | $5,681-1.8% | $6,842-18.5% | $3,740+49.2% |
| Admin fee / account holder | $3,214 | $6,053-46.9% | $9,310-65.5% | $5,306-39.4% |