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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 | $24,469 | $63,354-61.4% | $94,105-74.0% | $82,637-70.4% |
| Participation rate | 61.5% | 63.8%-2.3pp | 71.9%-10.4pp | 68.1%-6.5pp |
| Annual return | 19.75% | 34.36%-14.6pp | 204.55%-184.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $1,653 | $1,760-6.0% | $2,504-34.0% | $2,552-35.2% |
| Participant deferral / active EE | $3,474 | $2,873+20.9% | $3,881-10.5% | $4,126-15.8% |
| Admin fee / account holder | $1,277 | $5,073-74.8% | $6,199-79.4% | $7,339-82.6% |