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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 | $20,668 | $78,690-73.7% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 67.2% | 67.5%-0.2pp | 78.7%-11.5pp | 68.9%-1.7pp |
| Annual return | 39.65% | 32.74%+6.9pp | 89.72%-50.1pp | 26.06%+13.6pp |
| Employer contribution / active EE | $1,289 | $2,588-50.2% | $4,268-69.8% | $2,596-50.4% |
| Participant deferral / active EE | $2,923 | $3,311-11.7% | $5,630-48.1% | $4,274-31.6% |
| Admin fee / account holder | $1,700 | $6,724-74.7% | $16,006-89.4% | $7,775-78.1% |