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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 | $24,066 | $93,598-74.3% | $135,974-82.3% | $75,173-68.0% |
| Participation rate | 61.0% | 75.2%-14.2pp | 81.9%-20.9pp | 67.2%-6.2pp |
| Annual return | 90.22% | 30.89%+59.3pp | 68.30%+21.9pp | 160.72%-70.5pp |
| Employer contribution / active EE | $1,570 | $3,538-55.6% | $4,859-67.7% | $2,671-41.2% |
| Participant deferral / active EE | $3,901 | $6,405-39.1% | $7,760-49.7% | $4,126-5.4% |
| Admin fee / account holder | $6,158 | $6,978-11.7% | $10,767-42.8% | $5,651+9.0% |