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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 | $52,871 | $124,298-57.5% | $109,152-51.6% | $167,497-68.4% |
| Participation rate | 23.8% | 79.4%-55.6pp | 75.9%-52.1pp | 82.1%-58.3pp |
| Annual return | 25.92% | 26.04%-0.1pp | 25.75%+0.2pp | 478.62%-452.7pp |
| Employer contribution / active EE | $884 | $4,208-79.0% | $3,722-76.3% | $4,838-81.7% |
| Participant deferral / active EE | $3,109 | $5,256-40.8% | $4,653-33.2% | $6,341-51.0% |
| Admin fee / account holder | $530 | $7,971-93.4% | $6,753-92.2% | $12,310-95.7% |