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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 | $28,665 | $82,133-65.1% | $147,318-80.5% | $64,097-55.3% |
| Participation rate | 61.4% | 62.3%-0.9pp | 82.1%-20.7pp | 55.2%+6.2pp |
| Annual return | 24.04% | 78.78%-54.7pp | 70.43%-46.4pp | 34.64%-10.6pp |
| Employer contribution / active EE | $1,240 | $2,872-56.8% | $4,593-73.0% | $1,891-34.4% |
| Participant deferral / active EE | $5,019 | $5,407-7.2% | $7,906-36.5% | $3,080+63.0% |
| Admin fee / account holder | $5,732 | $3,730+53.7% | $13,708-58.2% | $3,454+65.9% |