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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 | $13,809 | $46,596-70.4% | $64,099-78.5% | $75,181-81.6% |
| Participation rate | 61.8% | 65.9%-4.1pp | 72.3%-10.5pp | 67.2%-5.4pp |
| Annual return | 19.90% | 26.04%-6.1pp | 33.70%-13.8pp | 160.69%-140.8pp |
| Employer contribution / active EE | $1,610 | $1,975-18.5% | $2,748-41.4% | $2,671-39.7% |
| Participant deferral / active EE | $3,280 | $2,837+15.6% | $3,881-15.5% | $4,126-20.5% |
| Admin fee / account holder | $12,022 | $2,954+306.9% | $3,070+291.6% | $5,650+112.8% |