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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 | $25,065 | $97,125-74.2% | $86,233-70.9% | $137,256-81.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 70.64% | 74.19%-3.5pp | 61.39%+9.3pp | 220.34%-149.7pp |
| Employer contribution / active EE | $1,219 | $2,841-57.1% | $2,504-51.3% | $4,156-70.7% |
| Participant deferral / active EE | $2,400 | $5,180-53.7% | $4,559-47.4% | $6,407-62.5% |
| Admin fee / account holder | $1,907 | $9,725-80.4% | $8,342-77.1% | $12,270-84.5% |