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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 | $56,063-49.4% | $76,051-62.7% | $80,911-64.9% |
| Participation rate | 54.9% | 62.0%-7.1pp | 69.1%-14.1pp | 67.6%-12.7pp |
| Annual return | 18.69% | 20.54%-1.8pp | 360.42%-341.7pp | 35.63%-16.9pp |
| Employer contribution / active EE | $1,402 | $1,874-25.2% | $2,690-47.9% | $2,756-49.1% |
| Participant deferral / active EE | $3,086 | $3,052+1.1% | $4,257-27.5% | $4,297-28.2% |
| Admin fee / account holder | $5,392 | $5,240+2.9% | $6,416-16.0% | $6,935-22.2% |