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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 | $28,665 | $99,652-71.2% | $78,778-63.6% | $147,586-80.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 18.09% | 47.28%-29.2pp | 35.62%-17.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,742 | $2,796-37.7% | $1,986-12.3% | $4,876-64.3% |
| Participant deferral / active EE | $2,341 | $3,664-36.1% | $2,958-20.9% | $5,439-57.0% |
| Admin fee / account holder | $604 | $7,155-91.6% | $5,134-88.2% | $10,886-94.5% |