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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 | $23,213 | $93,598-75.2% | $135,974-82.9% | $75,173-69.1% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 43.32% | 30.89%+12.4pp | 68.30%-25.0pp | 160.72%-117.4pp |
| Employer contribution / active EE | $1,975 | $3,538-44.2% | $4,859-59.4% | $2,671-26.1% |
| Participant deferral / active EE | $5,153 | $6,405-19.6% | $7,760-33.6% | $4,126+24.9% |
| Admin fee / account holder | $4,181 | $6,978-40.1% | $10,767-61.2% | $5,651-26.0% |