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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 | $59,944 | $55,457+8.1% | $77,361-22.5% | $94,015-36.2% |
| Participation rate | 25.0% | 69.8%-44.8pp | 75.0%-50.0pp | 70.8%-45.8pp |
| Annual return | 16.90% | 15.57%+1.3pp | 1011.54%-994.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,059 | $2,255-53.0% | $2,990-64.6% | $2,790-62.0% |
| Participant deferral / active EE | $1,968 | $3,069-35.9% | $3,911-49.7% | $4,249-53.7% |
| Admin fee / account holder | $3,952 | $4,334-8.8% | $5,894-32.9% | $8,951-55.9% |