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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 | $30,267 | $43,730-30.8% | $66,674-54.6% | $64,097-52.8% |
| Participation rate | 61.7% | 50.7%+10.9pp | 73.7%-12.0pp | 55.2%+6.5pp |
| Annual return | 18.92% | 53.62%-34.7pp | 321.24%-302.3pp | 34.64%-15.7pp |
| Employer contribution / active EE | $1,072 | $1,673-36.0% | $2,620-59.1% | $1,891-43.3% |
| Participant deferral / active EE | $1,639 | $2,122-22.7% | $4,084-59.9% | $3,080-46.8% |
| Admin fee / account holder | $1,542 | $2,708-43.1% | $5,098-69.8% | $3,454-55.4% |