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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 | $29,190 | $99,875-70.8% | $146,866-80.1% | $86,983-66.4% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.5%-18.7pp | 69.5%-5.7pp |
| Annual return | 19.09% | 28.10%-9.0pp | 102.85%-83.8pp | 25.83%-6.7pp |
| Employer contribution / active EE | $2,255 | $3,224-30.1% | $4,425-49.0% | $2,584-12.8% |
| Participant deferral / active EE | $4,076 | $6,322-35.5% | $7,759-47.5% | $4,194-2.8% |
| Admin fee / account holder | $9,789 | $7,838+24.9% | $13,620-28.1% | $7,856+24.6% |