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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 | $29,274 | $96,731-69.7% | $123,973-76.4% | $86,983-66.3% |
| Participation rate | 67.7% | 70.0%-2.3pp | 76.7%-8.9pp | 69.5%-1.8pp |
| Annual return | 16.23% | 17.33%-1.1pp | 388.13%-371.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,025 | $3,297-38.6% | $4,126-50.9% | $2,584-21.6% |
| Participant deferral / active EE | $3,566 | $4,152-14.1% | $5,247-32.0% | $4,194-15.0% |
| Admin fee / account holder | $1,914 | $8,722-78.1% | $11,799-83.8% | $7,856-75.6% |