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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 | $61,789-52.8% | $97,167-70.0% | $80,874-63.9% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.6%-1.0pp |
| Annual return | 25.77% | -557.90%+583.7pp | 75.27%-49.5pp | 35.62%-9.9pp |
| Employer contribution / active EE | $1,735 | $1,837-5.5% | $2,729-36.4% | $2,756-37.0% |
| Participant deferral / active EE | $3,645 | $3,028+20.4% | $4,264-14.5% | $4,297-15.2% |
| Admin fee / account holder | $1,145 | $5,168-77.8% | $5,650-79.7% | $6,935-83.5% |