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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 | $28,637 | $62,672-54.3% | $185,117-84.5% | $70,126-59.2% |
| Participation rate | 68.0% | 63.8%+4.2pp | 77.3%-9.3pp | 69.5%-1.5pp |
| Annual return | 17.19% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $477 | $1,753-72.8% | $4,182-88.6% | $2,343-79.6% |
| Participant deferral / active EE | $1,895 | $3,272-42.1% | $5,045-62.4% | $3,332-43.1% |
| Admin fee / account holder | $1,117 | $3,932-71.6% | $8,159-86.3% | $4,645-76.0% |