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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 | $23,304 | $63,703-63.4% | $93,063-75.0% | $82,448-71.7% |
| Participation rate | 68.6% | 63.8%+4.7pp | 72.1%-3.5pp | 68.1%+0.5pp |
| Annual return | 18.09% | -775.43%+793.5pp | 34.15%-16.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,073 | $1,729-37.9% | $2,476-56.7% | $2,551-57.9% |
| Participant deferral / active EE | $2,128 | $2,919-27.1% | $3,958-46.2% | $4,139-48.6% |
| Admin fee / account holder | $3,527 | $5,982-41.0% | $6,033-41.5% | $7,234-51.2% |