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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 | $38,326 | $107,421-64.3% | $182,262-79.0% | $94,015-59.2% |
| Participation rate | 65.5% | 77.8%-12.3pp | 84.2%-18.7pp | 70.8%-5.3pp |
| Annual return | 22.89% | 21.32%+1.6pp | 140.60%-117.7pp | 17.84%+5.0pp |
| Employer contribution / active EE | $1,784 | $3,448-48.2% | $5,046-64.6% | $2,790-36.1% |
| Participant deferral / active EE | $3,024 | $6,558-53.9% | $8,276-63.5% | $4,249-28.8% |
| Admin fee / account holder | $987 | $8,692-88.6% | $16,712-94.1% | $8,951-89.0% |