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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 | $26,101 | $91,198-71.4% | $178,503-85.4% | $79,856-67.3% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 13.75% | 24.20%-10.4pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,464 | $3,257-55.0% | $5,011-70.8% | $2,471-40.7% |
| Participant deferral / active EE | $1,815 | $3,237-43.9% | $5,202-65.1% | $3,741-51.5% |
| Admin fee / account holder | $7,076 | $6,748+4.9% | $13,987-49.4% | $5,306+33.3% |