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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 | $23,117 | $51,184-54.8% | $66,439-65.2% | $86,983-73.4% |
| Participation rate | 56.3% | 68.5%-12.2pp | 74.5%-18.2pp | 69.5%-13.3pp |
| Annual return | 17.38% | 17.07%+0.3pp | 757.66%-740.3pp | 25.83%-8.5pp |
| Employer contribution / active EE | $1,093 | $2,023-45.9% | $2,637-58.5% | $2,584-57.7% |
| Participant deferral / active EE | $1,569 | $2,927-46.4% | $3,876-59.5% | $4,194-62.6% |
| Admin fee / account holder | $2,500 | $4,154-39.8% | $6,173-59.5% | $7,856-68.2% |