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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 | $21,891 | $77,920-71.9% | $149,723-85.4% | $75,177-70.9% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.4pp | 67.2%-6.8pp |
| Annual return | 19.07% | 31.72%-12.7pp | 134.50%-115.4pp | 160.75%-141.7pp |
| Employer contribution / active EE | $2,008 | $3,138-36.0% | $4,821-58.4% | $2,671-24.8% |
| Participant deferral / active EE | $3,643 | $3,411+6.8% | $5,682-35.9% | $4,126-11.7% |
| Admin fee / account holder | $3,971 | $5,951-33.3% | $13,215-70.0% | $5,651-29.7% |