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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 | $37,216 | $65,395-43.1% | $182,558-79.6% | $72,976-49.0% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 18.52% | 27.68%-9.2pp | 148.59%-130.1pp | 81.02%-62.5pp |
| Employer contribution / active EE | $527 | $1,911-72.4% | $4,076-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $6,762 | $3,563+89.8% | $5,526+22.4% | $3,608+87.4% |
| Admin fee / account holder | $7,664 | $4,245+80.6% | $8,594-10.8% | $5,124+49.6% |