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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 | $29,576 | $82,133-64.0% | $147,318-79.9% | $64,097-53.9% |
| Participation rate | 61.6% | 62.3%-0.7pp | 82.1%-20.5pp | 55.2%+6.4pp |
| Annual return | 20.24% | 78.78%-58.5pp | 70.43%-50.2pp | 34.64%-14.4pp |
| Employer contribution / active EE | $2,406 | $2,872-16.2% | $4,593-47.6% | $1,891+27.2% |
| Participant deferral / active EE | $4,174 | $5,407-22.8% | $7,906-47.2% | $3,080+35.5% |
| Admin fee / account holder | $602 | $3,730-83.9% | $13,708-95.6% | $3,454-82.6% |