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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 | $28,365 | $55,889-49.2% | $76,119-62.7% | $80,935-65.0% |
| Participation rate | 54.9% | 62.1%-7.1pp | 69.1%-14.1pp | 67.7%-12.7pp |
| Annual return | 18.69% | 20.58%-1.9pp | 361.25%-342.6pp | 35.66%-17.0pp |
| Employer contribution / active EE | $1,402 | $1,866-24.9% | $2,693-47.9% | $2,757-49.2% |
| Participant deferral / active EE | $3,086 | $3,051+1.1% | $4,259-27.5% | $4,299-28.2% |
| Admin fee / account holder | $5,392 | $5,241+2.9% | $6,421-16.0% | $6,924-22.1% |