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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 | $26,700 | $98,766-73.0% | $149,730-82.2% | $79,852-66.6% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.5%-15.0pp | 69.6%-2.2pp |
| Annual return | 19.95% | 27.43%-7.5pp | 276.70%-256.8pp | 31.72%-11.8pp |
| Employer contribution / active EE | $1,613 | $3,217-49.9% | $4,645-65.3% | $2,471-34.7% |
| Participant deferral / active EE | $3,797 | $5,681-33.2% | $6,843-44.5% | $3,740+1.5% |
| Admin fee / account holder | $1,458 | $6,052-75.9% | $9,310-84.3% | $5,306-72.5% |