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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 | $24,520 | $55,930-56.2% | $76,089-67.8% | $80,925-69.7% |
| Participation rate | 52.8% | 62.1%-9.2pp | 69.1%-16.3pp | 67.7%-14.8pp |
| Annual return | 18.06% | 20.58%-2.5pp | 360.94%-342.9pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,580 | $1,866-15.3% | $2,690-41.3% | $2,756-42.7% |
| Participant deferral / active EE | $3,067 | $3,051+0.5% | $4,259-28.0% | $4,299-28.6% |
| Admin fee / account holder | $4,284 | $5,241-18.3% | $6,418-33.3% | $6,940-38.3% |