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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 | $29,515 | $176,794-83.3% | $146,647-79.9% | $167,553-82.4% |
| Participation rate | 61.1% | 83.6%-22.5pp | 80.1%-19.0pp | 82.1%-21.0pp |
| Annual return | 24.73% | 24.04%+0.7pp | 22.75%+2.0pp | 478.89%-454.2pp |
| Employer contribution / active EE | $1,971 | $5,161-61.8% | $4,137-52.4% | $4,840-59.3% |
| Participant deferral / active EE | $4,788 | $6,440-25.7% | $5,506-13.0% | $6,343-24.5% |
| Admin fee / account holder | $1,025 | $13,262-92.3% | $10,281-90.0% | $12,316-91.7% |