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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 | $40,518 | $83,843-51.7% | $123,973-67.3% | $65,306-38.0% |
| Participation rate | 60.0% | 56.0%+4.0pp | 76.7%-16.7pp | 57.7%+2.3pp |
| Annual return | 21.80% | 19.87%+1.9pp | 388.13%-366.3pp | 21.94%-0.1pp |
| Employer contribution / active EE | $955 | $2,873-66.7% | $4,126-76.8% | $1,967-51.4% |
| Participant deferral / active EE | $3,059 | $2,997+2.1% | $5,247-41.7% | $2,959+3.4% |
| Admin fee / account holder | $1,589 | $4,735-66.4% | $11,799-86.5% | $3,480-54.3% |