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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 | $26,867 | $43,496-38.2% | $161,489-83.4% | $64,340-58.2% |
| Participation rate | 67.2% | 53.5%+13.7pp | 78.7%-11.5pp | 55.2%+12.0pp |
| Annual return | 20.14% | 20.76%-0.6pp | 89.72%-69.6pp | 24.14%-4.0pp |
| Employer contribution / active EE | $1,749 | $1,431+22.3% | $4,268-59.0% | $1,862-6.0% |
| Participant deferral / active EE | $4,399 | $1,996+120.4% | $5,630-21.9% | $2,980+47.6% |
| Admin fee / account holder | $3,871 | $2,330+66.1% | $16,006-75.8% | $3,703+4.5% |