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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 | $71,208-59.9% | $93,681-69.5% | $80,911-64.7% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 13.57% | 11.27%+2.3pp | 133.47%-119.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,020 | $1,564-34.8% | $2,422-57.9% | $2,756-63.0% |
| Participant deferral / active EE | $3,387 | $4,035-16.1% | $4,415-23.3% | $4,297-21.2% |
| Admin fee / account holder | $5,139 | $6,951-26.1% | $8,290-38.0% | $6,935-25.9% |