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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 | $22,834 | $56,063-59.3% | $76,051-70.0% | $80,911-71.8% |
| Participation rate | 55.8% | 62.0%-6.3pp | 69.1%-13.3pp | 67.6%-11.9pp |
| Annual return | 27.64% | 20.54%+7.1pp | 360.42%-332.8pp | 35.63%-8.0pp |
| Employer contribution / active EE | $1,415 | $1,874-24.5% | $2,690-47.4% | $2,756-48.7% |
| Participant deferral / active EE | $2,390 | $3,052-21.7% | $4,257-43.9% | $4,297-44.4% |
| Admin fee / account holder | $3,031 | $5,240-42.2% | $6,416-52.8% | $6,935-56.3% |