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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 | $29,486 | $75,058-60.7% | $152,301-80.6% | $64,340-54.2% |
| Participation rate | 40.7% | 60.9%-20.2pp | 82.4%-41.7pp | 55.2%-14.5pp |
| Annual return | 43.41% | 29.93%+13.5pp | 80.50%-37.1pp | 24.14%+19.3pp |
| Employer contribution / active EE | $1,366 | $2,605-47.5% | $4,624-70.5% | $1,862-26.6% |
| Participant deferral / active EE | $2,582 | $5,041-48.8% | $8,004-67.7% | $2,980-13.4% |
| Admin fee / account holder | $6,393 | $4,050+57.9% | $14,398-55.6% | $3,703+72.7% |