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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 | $29,491 | $51,642-42.9% | $129,384-77.2% | $80,935-63.6% |
| Participation rate | 61.5% | 56.9%+4.6pp | 69.6%-8.1pp | 67.7%-6.1pp |
| Annual return | 13.08% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $945 | $1,583-40.3% | $4,153-77.3% | $2,757-65.7% |
| Participant deferral / active EE | $1,539 | $2,670-42.3% | $4,166-63.1% | $4,299-64.2% |
| Admin fee / account holder | $5,334 | $4,312+23.7% | $7,686-30.6% | $6,924-23.0% |