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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 | $28,173 | $124,425-77.4% | $112,040-74.9% | $137,256-79.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 29.78% | 24.72%+5.1pp | 24.52%+5.3pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,732 | $3,411-49.2% | $2,954-41.4% | $4,156-58.3% |
| Participant deferral / active EE | $3,911 | $5,718-31.6% | $5,098-23.3% | $6,407-39.0% |
| Admin fee / account holder | $6,333 | $15,207-58.4% | $12,098-47.7% | $12,270-48.4% |