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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 | $20,263 | $62,672-67.7% | $185,117-89.1% | $70,126-71.1% |
| Participation rate | 67.6% | 63.8%+3.9pp | 77.3%-9.6pp | 69.5%-1.9pp |
| Annual return | 18.12% | 40.79%-22.7pp | 40.50%-22.4pp | 73.15%-55.0pp |
| Employer contribution / active EE | $521 | $1,753-70.3% | $4,182-87.5% | $2,343-77.8% |
| Participant deferral / active EE | $1,541 | $3,272-52.9% | $5,045-69.5% | $3,332-53.7% |
| Admin fee / account holder | $873 | $3,932-77.8% | $8,159-89.3% | $4,645-81.2% |