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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 | $28,730 | $81,457-64.7% | $103,378-72.2% | $80,911-64.5% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 54.42% | 25.58%+28.8pp | 24.91%+29.5pp | 35.63%+18.8pp |
| Employer contribution / active EE | $1,680 | $3,107-45.9% | $3,870-56.6% | $2,756-39.1% |
| Participant deferral / active EE | $2,420 | $3,871-37.5% | $5,058-52.2% | $4,297-43.7% |
| Admin fee / account holder | $379 | $6,717-94.4% | $8,401-95.5% | $6,935-94.5% |