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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 | $29,910 | $93,598-68.0% | $135,974-78.0% | $75,173-60.2% |
| Participation rate | 48.8% | 75.2%-26.4pp | 81.9%-33.1pp | 67.2%-18.4pp |
| Annual return | 112.49% | 30.89%+81.6pp | 68.30%+44.2pp | 160.72%-48.2pp |
| Employer contribution / active EE | $1,623 | $3,538-54.1% | $4,859-66.6% | $2,671-39.2% |
| Participant deferral / active EE | $2,710 | $6,405-57.7% | $7,760-65.1% | $4,126-34.3% |
| Admin fee / account holder | $435 | $6,978-93.8% | $10,767-96.0% | $5,651-92.3% |