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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 | $22,437 | $93,598-76.0% | $135,974-83.5% | $75,173-70.2% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 17.91% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,378 | $3,538-61.0% | $4,859-71.6% | $2,671-48.4% |
| Participant deferral / active EE | $5,483 | $6,405-14.4% | $7,760-29.3% | $4,126+32.9% |
| Admin fee / account holder | $3,917 | $6,978-43.9% | $10,767-63.6% | $5,651-30.7% |