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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 | $29,525 | $75,832-61.1% | $147,617-80.0% | $59,633-50.5% |
| Participation rate | 64.1% | 71.6%-7.4pp | 84.6%-20.5pp | 68.7%-4.5pp |
| Annual return | 21.96% | 0.37%+21.6pp | 61.98%-40.0pp | 2041.45%-2019.5pp |
| Employer contribution / active EE | $2,253 | $3,485-35.4% | $5,564-59.5% | $2,203+2.3% |
| Participant deferral / active EE | $4,075 | $3,131+30.2% | $4,895-16.8% | $3,192+27.7% |
| Admin fee / account holder | $1,647 | $5,986-72.5% | $11,612-85.8% | $4,297-61.7% |