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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 | $28,750 | $93,598-69.3% | $135,974-78.9% | $75,173-61.8% |
| Participation rate | 67.5% | 75.2%-7.7pp | 81.9%-14.4pp | 67.2%+0.3pp |
| Annual return | 18.98% | 30.89%-11.9pp | 68.30%-49.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $1,114 | $3,538-68.5% | $4,859-77.1% | $2,671-58.3% |
| Participant deferral / active EE | $4,236 | $6,405-33.9% | $7,760-45.4% | $4,126+2.7% |
| Admin fee / account holder | $1,559 | $6,978-77.7% | $10,767-85.5% | $5,651-72.4% |