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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 | $27,143 | $95,383-71.5% | $185,837-85.4% | $85,856-68.4% |
| Participation rate | 69.7% | 68.8%+0.9pp | 81.7%-12.0pp | 69.3%+0.4pp |
| Annual return | 15.30% | 23.59%-8.3pp | 122.08%-106.8pp | 318.58%-303.3pp |
| Employer contribution / active EE | $1,251 | $3,313-62.2% | $5,168-75.8% | $2,565-51.2% |
| Participant deferral / active EE | $1,014 | $3,423-70.4% | $5,568-81.8% | $3,952-74.3% |
| Admin fee / account holder | $1,411 | $7,213-80.4% | $16,241-91.3% | $6,261-77.5% |