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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 | $25,500 | $75,541-66.2% | $152,093-83.2% | $82,637-69.1% |
| Participation rate | 65.3% | 66.5%-1.2pp | 77.8%-12.5pp | 68.1%-2.7pp |
| Annual return | 45.38% | 32.56%+12.8pp | 66.36%-21.0pp | 53.51%-8.1pp |
| Employer contribution / active EE | $1,055 | $2,622-59.8% | $4,175-74.7% | $2,552-58.7% |
| Participant deferral / active EE | $2,806 | $3,206-12.5% | $5,451-48.5% | $4,126-32.0% |
| Admin fee / account holder | $368 | $6,405-94.3% | $14,497-97.5% | $7,339-95.0% |