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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 | $29,992 | $91,179-67.1% | $178,499-83.2% | $79,852-62.4% |
| Participation rate | 52.5% | 69.2%-16.7pp | 81.9%-29.4pp | 69.6%-17.1pp |
| Annual return | 34.30% | 24.19%+10.1pp | 151.10%-116.8pp | 31.72%+2.6pp |
| Employer contribution / active EE | $2,281 | $3,256-29.9% | $5,011-54.5% | $2,471-7.7% |
| Participant deferral / active EE | $4,080 | $3,236+26.1% | $5,202-21.6% | $3,740+9.1% |
| Admin fee / account holder | $1,092 | $6,749-83.8% | $13,986-92.2% | $5,306-79.4% |