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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 | $33,244 | $96,731-65.6% | $123,973-73.2% | $86,983-61.8% |
| Participation rate | 65.7% | 70.0%-4.3pp | 76.7%-10.9pp | 69.5%-3.8pp |
| Annual return | 24.08% | 17.33%+6.8pp | 388.13%-364.0pp | 25.83%-1.8pp |
| Employer contribution / active EE | $2,409 | $3,297-26.9% | $4,126-41.6% | $2,584-6.8% |
| Participant deferral / active EE | $4,952 | $4,152+19.3% | $5,247-5.6% | $4,194+18.1% |
| Admin fee / account holder | $354 | $8,722-95.9% | $11,799-97.0% | $7,856-95.5% |