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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 | $25,452 | $102,828-75.2% | $105,387-75.8% | $152,885-83.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 23.92% | 20.85%+3.1pp | 26.82%-2.9pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,781 | $4,473-60.2% | $4,213-57.7% | $4,763-62.6% |
| Participant deferral / active EE | $3,059 | $5,465-44.0% | $5,502-44.4% | $5,851-47.7% |
| Admin fee / account holder | $3,064 | $8,683-64.7% | $6,559-53.3% | $11,598-73.6% |