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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 | $32,435 | $91,179-64.4% | $178,499-81.8% | $79,852-59.4% |
| Participation rate | 52.3% | 69.2%-16.9pp | 81.9%-29.7pp | 69.6%-17.4pp |
| Annual return | 25.49% | 24.19%+1.3pp | 151.10%-125.6pp | 31.72%-6.2pp |
| Employer contribution / active EE | $2,429 | $3,256-25.4% | $5,011-51.5% | $2,471-1.7% |
| Participant deferral / active EE | $5,106 | $3,236+57.8% | $5,202-1.9% | $3,740+36.5% |
| Admin fee / account holder | $1,358 | $6,749-79.9% | $13,986-90.3% | $5,306-74.4% |