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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 | $20,657 | $78,690-73.7% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 68.8% | 67.5%+1.3pp | 78.7%-9.9pp | 68.9%-0.2pp |
| Annual return | 16.70% | 32.74%-16.0pp | 89.72%-73.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,334 | $2,588-48.4% | $4,268-68.7% | $2,596-48.6% |
| Participant deferral / active EE | $2,980 | $3,311-10.0% | $5,630-47.1% | $4,274-30.3% |
| Admin fee / account holder | $320 | $6,724-95.2% | $16,006-98.0% | $7,775-95.9% |