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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 | $82,623 | $90,170-8.4% | $150,734-45.2% | $69,733+18.5% |
| Participation rate | 22.4% | 60.2%-37.8pp | 78.4%-56.0pp | 62.5%-40.1pp |
| Annual return | 15.53% | 16.56%-1.0pp | 600.81%-585.3pp | 15.22%+0.3pp |
| Employer contribution / active EE | $1,299 | $3,428-62.1% | $4,918-73.6% | $2,250-42.3% |
| Participant deferral / active EE | $2,697 | $3,086-12.6% | $5,610-51.9% | $3,054-11.7% |
| Admin fee / account holder | $11,718 | $4,600+154.7% | $14,905-21.4% | $3,102+277.8% |