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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 | $48,284-53.0% | $67,524-66.4% | $80,911-71.9% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.6%-13.8pp |
| Annual return | 14.75% | 18.27%-3.5pp | 3519.41%-3504.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $957 | $2,021-52.7% | $2,734-65.0% | $2,756-65.3% |
| Participant deferral / active EE | $2,911 | $2,927-0.5% | $4,001-27.3% | $4,297-32.3% |
| Admin fee / account holder | $4,758 | $3,688+29.0% | $4,001+18.9% | $6,935-31.4% |