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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 | $26,290 | $49,177-46.5% | $79,466-66.9% | $64,173-59.0% |
| Participation rate | 65.2% | 65.0%+0.2pp | 73.3%-8.1pp | 69.6%-4.4pp |
| Annual return | 9.04% | -1.16%+10.2pp | 718.28%-709.2pp | 7.63%+1.4pp |
| Employer contribution / active EE | $769 | $2,076-62.9% | $2,800-72.5% | $2,381-67.7% |
| Participant deferral / active EE | $3,564 | $2,821+26.3% | $3,704-3.8% | $3,470+2.7% |
| Admin fee / account holder | $3,198 | $3,839-16.7% | $5,104-37.3% | $4,887-34.6% |