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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 | $20,963 | $55,902-62.5% | $76,030-72.4% | $80,959-74.1% |
| Participation rate | 39.3% | 62.1%-22.8pp | 69.1%-29.8pp | 67.7%-28.4pp |
| Annual return | 17.60% | 20.59%-3.0pp | 361.54%-343.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,653 | $1,867-11.4% | $2,688-38.5% | $2,757-40.0% |
| Participant deferral / active EE | $2,815 | $3,051-7.7% | $4,257-33.9% | $4,300-34.5% |
| Admin fee / account holder | $2,194 | $5,239-58.1% | $6,421-65.8% | $6,925-68.3% |