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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 | $31,742 | $98,776-67.9% | $149,745-78.8% | $79,856-60.3% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 26.45% | 27.38%-0.9pp | 276.72%-250.3pp | 31.71%-5.3pp |
| Employer contribution / active EE | $2,139 | $3,217-33.5% | $4,646-54.0% | $2,471-13.4% |
| Participant deferral / active EE | $4,996 | $5,681-12.1% | $6,843-27.0% | $3,741+33.6% |
| Admin fee / account holder | $3,576 | $6,053-40.9% | $9,312-61.6% | $5,306-32.6% |