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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 | $22,770 | $88,583-74.3% | $88,497-74.3% | $273,972-91.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.4%-15.7pp | 83.0%-16.3pp |
| Annual return | 9.64% | 5.68%+4.0pp | 7.63%+2.0pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,773 | $4,502-60.6% | $4,036-56.1% | $4,869-63.6% |
| Participant deferral / active EE | $4,738 | $4,891-3.1% | $4,899-3.3% | $5,287-10.4% |
| Admin fee / account holder | $463 | $8,980-94.8% | $6,220-92.6% | $10,133-95.4% |