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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 | $29,633 | $97,125-69.5% | $86,233-65.6% | $137,256-78.4% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 15.33% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,979 | $2,841-30.4% | $2,504-21.0% | $4,156-52.4% |
| Participant deferral / active EE | $4,792 | $5,180-7.5% | $4,559+5.1% | $6,407-25.2% |
| Admin fee / account holder | $3,134 | $9,725-67.8% | $8,342-62.4% | $12,270-74.5% |