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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 | $23,534 | $73,107-67.8% | $114,563-79.5% | $87,485-73.1% |
| Participation rate | 56.3% | 65.8%-9.5pp | 72.9%-16.7pp | 68.9%-12.7pp |
| Annual return | 13.29% | 19.47%-6.2pp | 241.09%-227.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,327 | $1,881-29.4% | $2,592-48.8% | $2,596-48.9% |
| Participant deferral / active EE | $1,950 | $3,144-38.0% | $4,142-52.9% | $4,274-54.4% |
| Admin fee / account holder | $1,765 | $5,770-69.4% | $7,623-76.8% | $7,775-77.3% |