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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 | $24,469 | $93,598-73.9% | $135,974-82.0% | $75,173-67.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 81.9%-13.5pp | 67.2%+1.2pp |
| Annual return | 30.32% | 30.89%-0.6pp | 68.30%-38.0pp | 160.72%-130.4pp |
| Employer contribution / active EE | $1,753 | $3,538-50.4% | $4,859-63.9% | $2,671-34.4% |
| Participant deferral / active EE | $4,097 | $6,405-36.0% | $7,760-47.2% | $4,126-0.7% |
| Admin fee / account holder | $3,277 | $6,978-53.0% | $10,767-69.6% | $5,651-42.0% |