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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 | $30,683 | $77,638-60.5% | $156,551-80.4% | $62,881-51.2% |
| Participation rate | 69.6% | 71.2%-1.6pp | 84.0%-14.4pp | 69.3%+0.3pp |
| Annual return | 8.98% | 50.33%-41.3pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $794 | $3,444-76.9% | $5,501-85.6% | $2,281-65.2% |
| Participant deferral / active EE | $2,417 | $3,046-20.6% | $4,871-50.4% | $3,203-24.5% |
| Admin fee / account holder | $3,029 | $5,561-45.5% | $13,028-76.7% | $4,296-29.5% |