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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 | $31,431 | $48,050-34.6% | $96,754-67.5% | $64,340-51.1% |
| Participation rate | 39.3% | 40.6%-1.3pp | 70.3%-31.0pp | 55.2%-15.9pp |
| Annual return | 25.27% | 23.41%+1.9pp | 82.04%-56.8pp | 24.14%+1.1pp |
| Employer contribution / active EE | $3,408 | $1,204+183.1% | $2,679+27.2% | $1,862+83.1% |
| Participant deferral / active EE | $4,181 | $2,191+90.8% | $4,758-12.1% | $2,980+40.3% |
| Admin fee / account holder | $6,264 | $3,741+67.4% | $8,905-29.7% | $3,703+69.2% |