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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 | $25,876 | $91,179-71.6% | $178,499-85.5% | $79,852-67.6% |
| Participation rate | 52.1% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 27.66% | 24.19%+3.5pp | 151.10%-123.4pp | 31.72%-4.1pp |
| Employer contribution / active EE | $1,684 | $3,256-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $4,316 | $3,236+33.4% | $5,202-17.0% | $3,740+15.4% |
| Admin fee / account holder | $545 | $6,749-91.9% | $13,986-96.1% | $5,306-89.7% |