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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 | $38,678 | $61,356-37.0% | $149,696-74.2% | $71,511-45.9% |
| Participation rate | 62.7% | 62.5%+0.2pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 17.41% | 35.86%-18.5pp | 134.46%-117.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $2,234 | $2,382-6.2% | $4,821-53.7% | $2,589-13.7% |
| Participant deferral / active EE | $3,966 | $2,920+35.8% | $5,682-30.2% | $4,291-7.6% |
| Admin fee / account holder | $6,088 | $1,263+381.9% | $13,212-53.9% | $1,588+283.2% |