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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 | $23,070 | $41,150-43.9% | $80,627-71.4% | $71,511-67.7% |
| Participation rate | 53.4% | 50.3%+3.1pp | 67.0%-13.6pp | 67.9%-14.5pp |
| Annual return | 21.21% | 38.48%-17.3pp | 936.76%-915.6pp | 28.86%-7.6pp |
| Employer contribution / active EE | $1,091 | $1,515-28.0% | $2,723-59.9% | $2,589-57.9% |
| Participant deferral / active EE | $3,566 | $2,701+32.0% | $4,443-19.7% | $4,291-16.9% |
| Admin fee / account holder | $1,564 | $1,841-15.1% | $5,381-70.9% | $1,588-1.6% |