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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 | $22,586 | $77,920-71.0% | $149,723-84.9% | $75,177-70.0% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 21.05% | 31.72%-10.7pp | 134.50%-113.4pp | 160.75%-139.7pp |
| Employer contribution / active EE | $1,593 | $3,138-49.2% | $4,821-67.0% | $2,671-40.3% |
| Participant deferral / active EE | $4,556 | $3,411+33.5% | $5,682-19.8% | $4,126+10.4% |
| Admin fee / account holder | $1,331 | $5,951-77.6% | $13,215-89.9% | $5,651-76.5% |