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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 | $55,902-56.1% | $76,030-67.7% | $80,959-69.7% |
| Participation rate | 52.8% | 62.1%-9.3pp | 69.1%-16.3pp | 67.7%-14.9pp |
| Annual return | 18.06% | 20.59%-2.5pp | 361.54%-343.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,580 | $1,867-15.4% | $2,688-41.2% | $2,757-42.7% |
| Participant deferral / active EE | $3,067 | $3,051+0.5% | $4,257-28.0% | $4,300-28.7% |
| Admin fee / account holder | $4,284 | $5,239-18.2% | $6,421-33.3% | $6,925-38.1% |