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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 | $33,023 | $78,562-58.0% | $105,608-68.7% | $74,429-55.6% |
| Participation rate | 64.3% | 72.8%-8.5pp | 75.3%-11.0pp | 67.2%-2.9pp |
| Annual return | 20.11% | 15.94%+4.2pp | 116.50%-96.4pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $2,525 | $2,521+0.1% | $3,167-20.3% | $2,625-3.8% |
| Participant deferral / active EE | $4,266 | $4,321-1.3% | $5,010-14.8% | $4,348-1.9% |
| Admin fee / account holder | $3,258 | $2,217+47.0% | $11,028-70.5% | $1,944+67.6% |