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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 | $24,957 | $49,249-49.3% | $70,476-64.6% | $79,852-68.7% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 57.59% | 30.09%+27.5pp | 109.12%-51.5pp | 31.72%+25.9pp |
| Employer contribution / active EE | $1,452 | $2,100-30.9% | $2,738-47.0% | $2,471-41.2% |
| Participant deferral / active EE | $2,651 | $2,769-4.3% | $3,710-28.5% | $3,740-29.1% |
| Admin fee / account holder | $814 | $2,878-71.7% | $3,847-78.8% | $5,306-84.7% |