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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 | $28,575 | $71,197-59.9% | $93,669-69.5% | $80,925-64.7% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 13.57% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,020 | $1,565-34.8% | $2,424-57.9% | $2,756-63.0% |
| Participant deferral / active EE | $3,387 | $4,036-16.1% | $4,416-23.3% | $4,299-21.2% |
| Admin fee / account holder | $5,139 | $6,959-26.2% | $8,291-38.0% | $6,940-26.0% |