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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 | $29,490 | $78,428-62.4% | $95,960-69.3% | $79,852-63.1% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 33.13% | 19.37%+13.8pp | 91.63%-58.5pp | 31.72%+1.4pp |
| Employer contribution / active EE | $1,775 | $1,945-8.7% | $2,541-30.1% | $2,471-28.2% |
| Participant deferral / active EE | $8,072 | $3,440+134.7% | $4,167+93.7% | $3,740+115.8% |
| Admin fee / account holder | $1,305 | $5,622-76.8% | $6,797-80.8% | $5,306-75.4% |