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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 | $29,531 | $78,423-62.3% | $95,964-69.2% | $79,856-63.0% |
| Participation rate | 62.9% | 73.5%-10.6pp | 77.1%-14.2pp | 69.6%-6.8pp |
| Annual return | 42.69% | 19.37%+23.3pp | 91.64%-49.0pp | 31.71%+11.0pp |
| Employer contribution / active EE | $1,553 | $1,945-20.2% | $2,541-38.9% | $2,471-37.1% |
| Participant deferral / active EE | $5,661 | $3,440+64.5% | $4,167+35.9% | $3,741+51.3% |
| Admin fee / account holder | $1,551 | $5,622-72.4% | $6,797-77.2% | $5,306-70.8% |