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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 | $25,353 | $47,479-46.6% | $62,929-59.7% | $82,448-69.2% |
| Participation rate | 52.8% | 66.9%-14.0pp | 73.1%-20.3pp | 68.1%-15.2pp |
| Annual return | 19.20% | 20.34%-1.1pp | 1063.93%-1044.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,755 | $1,885-6.9% | $2,505-29.9% | $2,551-31.2% |
| Participant deferral / active EE | $2,731 | $2,870-4.9% | $3,888-29.8% | $4,139-34.0% |
| Admin fee / account holder | $2,804 | $3,804-26.3% | $5,065-44.6% | $7,234-61.2% |