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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 | $18,498 | $65,395-71.7% | $182,540-89.9% | $72,975-74.7% |
| Participation rate | 63.3% | 65.4%-2.1pp | 78.0%-14.6pp | 69.5%-6.2pp |
| Annual return | 33.94% | 27.68%+6.3pp | 148.58%-114.6pp | 81.01%-47.1pp |
| Employer contribution / active EE | $1,850 | $1,911-3.2% | $4,076-54.6% | $2,440-24.2% |
| Participant deferral / active EE | $2,469 | $3,563-30.7% | $5,525-55.3% | $3,608-31.6% |
| Admin fee / account holder | $1,028 | $4,245-75.8% | $8,593-88.0% | $5,124-79.9% |