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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 | $25,881 | $77,816-66.7% | $123,552-79.1% | $64,173-59.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.3%-25.2pp | 69.6%-12.4pp |
| Annual return | 10.14% | 12.49%-2.3pp | 119.20%-109.1pp | 7.63%+2.5pp |
| Employer contribution / active EE | $1,734 | $3,014-42.5% | $4,628-62.5% | $2,381-27.2% |
| Participant deferral / active EE | $5,140 | $5,240-1.9% | $6,426-20.0% | $3,470+48.2% |
| Admin fee / account holder | $4,427 | $5,519-19.8% | $9,285-52.3% | $4,887-9.4% |