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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 | $68,123 | $65,395+4.2% | $182,531-62.7% | $72,983-6.7% |
| Participation rate | 25.9% | 65.4%-39.6pp | 78.0%-52.1pp | 69.5%-43.6pp |
| Annual return | 28.83% | 27.68%+1.1pp | 148.57%-119.7pp | 81.01%-52.2pp |
| Employer contribution / active EE | $413 | $1,911-78.4% | $4,075-89.9% | $2,440-83.1% |
| Participant deferral / active EE | $1,358 | $3,563-61.9% | $5,525-75.4% | $3,608-62.4% |
| Admin fee / account holder | $2,277 | $4,245-46.4% | $8,593-73.5% | $5,124-55.6% |