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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 | $26,952 | $52,678-48.8% | $75,784-64.4% | $59,633-54.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | 21.17% | 2.95%+18.2pp | 9.68%+11.5pp | 2041.45%-2020.3pp |
| Employer contribution / active EE | $2,018 | $2,193-8.0% | $3,323-39.3% | $2,203-8.4% |
| Participant deferral / active EE | $4,740 | $2,591+83.0% | $3,652+29.8% | $3,192+48.5% |
| Admin fee / account holder | $4,069 | $3,610+12.7% | $5,300-23.2% | $4,297-5.3% |