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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 | $22,709 | $48,327-53.0% | $67,575-66.4% | $80,935-71.9% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.7%-13.8pp |
| Annual return | 14.75% | 18.31%-3.6pp | 3528.98%-3514.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $957 | $2,022-52.7% | $2,736-65.0% | $2,757-65.3% |
| Participant deferral / active EE | $2,911 | $2,927-0.6% | $4,003-27.3% | $4,299-32.3% |
| Admin fee / account holder | $4,758 | $3,692+28.9% | $3,993+19.2% | $6,924-31.3% |