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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 | $29,184 | $61,815-52.8% | $97,295-70.0% | $80,959-64.0% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.7%-1.0pp |
| Annual return | 25.77% | -558.73%+584.5pp | 75.62%-49.8pp | 35.67%-9.9pp |
| Employer contribution / active EE | $1,735 | $1,836-5.5% | $2,723-36.3% | $2,757-37.1% |
| Participant deferral / active EE | $3,645 | $3,027+20.4% | $4,264-14.5% | $4,300-15.2% |
| Admin fee / account holder | $1,145 | $5,166-77.8% | $5,646-79.7% | $6,925-83.5% |