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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 | $25,105 | $51,638-51.4% | $68,368-63.3% | $82,448-69.6% |
| Participation rate | 36.8% | 63.6%-26.8pp | 73.8%-36.9pp | 68.1%-31.2pp |
| Annual return | 15.47% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,012 | $2,047-50.6% | $2,649-61.8% | $2,551-60.3% |
| Participant deferral / active EE | $1,658 | $2,914-43.1% | $4,123-59.8% | $4,139-59.9% |
| Admin fee / account holder | $5,792 | $4,643+24.7% | $5,150+12.5% | $7,234-19.9% |