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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 | $28,134 | $62,672-55.1% | $185,117-84.8% | $70,124-59.9% |
| Participation rate | 57.9% | 63.8%-5.9pp | 77.3%-19.4pp | 69.5%-11.6pp |
| Annual return | 27.86% | 40.79%-12.9pp | 40.50%-12.6pp | 73.14%-45.3pp |
| Employer contribution / active EE | $2,355 | $1,753+34.3% | $4,182-43.7% | $2,342+0.5% |
| Participant deferral / active EE | $4,980 | $3,272+52.2% | $5,045-1.3% | $3,332+49.5% |
| Admin fee / account holder | $1,277 | $3,932-67.5% | $8,159-84.3% | $4,645-72.5% |