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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 | $37,976 | $65,395-41.9% | $182,531-79.2% | $72,983-48.0% |
| Participation rate | 65.6% | 65.4%+0.2pp | 78.0%-12.4pp | 69.5%-3.9pp |
| Annual return | 25.48% | 27.68%-2.2pp | 148.57%-123.1pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,178 | $1,911-38.4% | $4,075-71.1% | $2,440-51.7% |
| Participant deferral / active EE | $3,843 | $3,563+7.9% | $5,525-30.5% | $3,608+6.5% |
| Admin fee / account holder | $7,076 | $4,245+66.7% | $8,593-17.7% | $5,124+38.1% |