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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 | $26,159 | $48,364-45.9% | $71,796-63.6% | $62,881-58.4% |
| Participation rate | 48.1% | 60.6%-12.5pp | 69.1%-21.0pp | 69.3%-21.2pp |
| Annual return | 13.37% | 13.16%+0.2pp | 78.04%-64.7pp | 20.14%-6.8pp |
| Employer contribution / active EE | $1,164 | $1,042+11.7% | $1,924-39.5% | $2,281-49.0% |
| Participant deferral / active EE | $2,928 | $2,091+40.0% | $2,794+4.8% | $3,203-8.6% |
| Admin fee / account holder | $1,311 | $3,771-65.2% | $4,815-72.8% | $4,296-69.5% |