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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 | $27,030 | $76,407-64.6% | $150,298-82.0% | $82,448-67.2% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 19.27% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $934 | $2,614-64.3% | $4,154-77.5% | $2,551-63.4% |
| Participant deferral / active EE | $1,334 | $3,214-58.5% | $5,453-75.5% | $4,139-67.8% |
| Admin fee / account holder | $416 | $6,352-93.4% | $14,116-97.1% | $7,234-94.2% |