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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 | $22,875 | $107,030-78.6% | $73,550-68.9% | $147,586-84.5% |
| Participation rate | 57.1% | 66.4%-9.2pp | 54.9%+2.2pp | 82.8%-25.7pp |
| Annual return | 26.38% | 38.25%-11.9pp | -15.16%+41.5pp | 578.59%-552.2pp |
| Employer contribution / active EE | $3,035 | $1,760+72.4% | $1,219+148.9% | $4,876-37.8% |
| Participant deferral / active EE | $7,039 | $2,458+186.4% | $1,804+290.2% | $5,439+29.4% |
| Admin fee / account holder | $688 | $3,055-77.5% | $2,320-70.4% | $10,886-93.7% |