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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 | $63,703-61.6% | $93,063-73.7% | $82,448-70.3% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.6pp | 68.1%-6.5pp |
| Annual return | 19.75% | -775.43%+795.2pp | 34.15%-14.4pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,653 | $1,729-4.4% | $2,476-33.2% | $2,551-35.2% |
| Participant deferral / active EE | $3,474 | $2,919+19.0% | $3,958-12.2% | $4,139-16.1% |
| Admin fee / account holder | $1,277 | $5,982-78.7% | $6,033-78.8% | $7,234-82.4% |