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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 | $69,893 | $86,288-19.0% | $111,306-37.2% | $85,851-18.6% |
| Participation rate | 66.2% | 73.3%-7.2pp | 77.3%-11.2pp | 69.3%-3.2pp |
| Annual return | 23.13% | 19.99%+3.1pp | 54.67%-31.5pp | 318.63%-295.5pp |
| Employer contribution / active EE | $1,514 | $2,044-25.9% | $2,732-44.6% | $2,565-41.0% |
| Participant deferral / active EE | $2,794 | $3,641-23.3% | $4,488-37.7% | $3,952-29.3% |
| Admin fee / account holder | $1,674 | $8,189-79.6% | $7,966-79.0% | $6,261-73.3% |