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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 | $31,257 | $52,279-40.2% | $89,414-65.0% | $79,852-60.9% |
| Participation rate | 63.6% | 57.5%+6.1pp | 68.0%-4.3pp | 69.6%-6.0pp |
| Annual return | 11.64% | 22.16%-10.5pp | 245.50%-233.9pp | 31.72%-20.1pp |
| Employer contribution / active EE | $883 | $1,572-43.8% | $2,586-65.9% | $2,471-64.3% |
| Participant deferral / active EE | $3,335 | $2,740+21.7% | $3,890-14.3% | $3,740-10.8% |
| Admin fee / account holder | $919 | $3,356-72.6% | $4,883-81.2% | $5,306-82.7% |