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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 | $23,829 | $61,391-61.2% | $149,723-84.1% | $71,529-66.7% |
| Participation rate | 62.7% | 62.5%+0.2pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 30.52% | 35.88%-5.4pp | 134.50%-104.0pp | 28.97%+1.6pp |
| Employer contribution / active EE | $1,524 | $2,384-36.0% | $4,821-68.4% | $2,590-41.1% |
| Participant deferral / active EE | $3,063 | $2,921+4.9% | $5,682-46.1% | $4,291-28.6% |
| Admin fee / account holder | $829 | $1,264-34.5% | $13,215-93.7% | $1,588-47.8% |