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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 | $32,814 | $86,298-62.0% | $111,308-70.5% | $85,847-61.8% |
| Participation rate | 62.7% | 73.3%-10.6pp | 77.3%-14.6pp | 69.3%-6.6pp |
| Annual return | 13.97% | 19.99%-6.0pp | 54.67%-40.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,888 | $2,044-7.6% | $2,732-30.9% | $2,565-26.4% |
| Participant deferral / active EE | $3,614 | $3,641-0.7% | $4,487-19.5% | $3,952-8.6% |
| Admin fee / account holder | $5,337 | $8,189-34.8% | $7,965-33.0% | $6,261-14.8% |