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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 | $29,995 | $46,732-35.8% | $156,551-80.8% | $55,167-45.6% |
| Participation rate | 48.8% | 65.8%-17.0pp | 84.0%-35.2pp | 69.0%-20.2pp |
| Annual return | 34.73% | 17.72%+17.0pp | 32.23%+2.5pp | 169.23%-134.5pp |
| Employer contribution / active EE | $3,410 | $2,105+62.0% | $5,501-38.0% | $1,963+73.7% |
| Participant deferral / active EE | $9,199 | $2,204+317.4% | $4,871+88.9% | $3,054+201.2% |
| Admin fee / account holder | $908 | $418+116.9% | $13,028-93.0% | $504+80.1% |