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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 | $28,561 | $50,554-43.5% | $67,681-57.8% | $87,485-67.4% |
| Participation rate | 58.3% | 67.7%-9.4pp | 73.7%-15.4pp | 68.9%-10.6pp |
| Annual return | 17.48% | 17.81%-0.3pp | 590.58%-573.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,639 | $1,988-17.6% | $2,678-38.8% | $2,596-36.9% |
| Participant deferral / active EE | $3,608 | $2,961+21.9% | $3,976-9.2% | $4,274-15.6% |
| Admin fee / account holder | $1,980 | $4,132-52.1% | $6,100-67.5% | $7,775-74.5% |