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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 | $26,347 | $45,043-41.5% | $63,005-58.2% | $70,124-62.4% |
| Participation rate | 63.0% | 69.5%-6.6pp | 74.8%-11.8pp | 69.5%-6.6pp |
| Annual return | 21.40% | 18.76%+2.6pp | 87.59%-66.2pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,305 | $2,052-36.4% | $2,760-52.7% | $2,342-44.3% |
| Participant deferral / active EE | $2,071 | $2,466-16.0% | $3,329-37.8% | $3,332-37.8% |
| Admin fee / account holder | $6,764 | $2,833+138.7% | $3,599+87.9% | $4,645+45.6% |