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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 | $26,921 | $60,442-55.5% | $96,754-72.2% | $87,485-69.2% |
| Participation rate | 63.0% | 58.7%+4.3pp | 70.3%-7.3pp | 68.9%-5.9pp |
| Annual return | 20.25% | 21.97%-1.7pp | 82.04%-61.8pp | 26.06%-5.8pp |
| Employer contribution / active EE | $1,815 | $1,691+7.3% | $2,679-32.3% | $2,596-30.1% |
| Participant deferral / active EE | $3,695 | $3,280+12.6% | $4,758-22.3% | $4,274-13.5% |
| Admin fee / account holder | $799 | $5,069-84.2% | $8,905-91.0% | $7,775-89.7% |