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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 | $35,949 | $64,324-44.1% | $118,946-69.8% | $79,852-55.0% |
| Participation rate | 65.3% | 64.9%+0.4pp | 75.4%-10.1pp | 69.6%-4.3pp |
| Annual return | 24.79% | 86.45%-61.7pp | 35.89%-11.1pp | 31.72%-6.9pp |
| Employer contribution / active EE | $578 | $1,836-68.5% | $3,263-82.3% | $2,471-76.6% |
| Participant deferral / active EE | $2,764 | $2,824-2.1% | $4,266-35.2% | $3,740-26.1% |
| Admin fee / account holder | $813 | $4,040-79.9% | $6,581-87.6% | $5,306-84.7% |