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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 | $29,013 | $43,496-33.3% | $161,489-82.0% | $64,340-54.9% |
| Participation rate | 56.5% | 53.5%+3.0pp | 78.7%-22.2pp | 55.2%+1.3pp |
| Annual return | 20.20% | 20.76%-0.6pp | 89.72%-69.5pp | 24.14%-3.9pp |
| Employer contribution / active EE | $389 | $1,431-72.8% | $4,268-90.9% | $1,862-79.1% |
| Participant deferral / active EE | $1,928 | $1,996-3.4% | $5,630-65.8% | $2,980-35.3% |
| Admin fee / account holder | $2,079 | $2,330-10.8% | $16,006-87.0% | $3,703-43.8% |