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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 | $48,011-47.2% | $63,803-60.3% | $82,637-69.3% |
| Participation rate | 52.8% | 66.6%-13.7pp | 72.7%-19.9pp | 68.1%-15.2pp |
| Annual return | 19.20% | 19.84%-0.6pp | 543.72%-524.5pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,755 | $1,904-7.8% | $2,532-30.7% | $2,552-31.2% |
| Participant deferral / active EE | $2,731 | $2,846-4.1% | $3,843-29.0% | $4,126-33.8% |
| Admin fee / account holder | $2,804 | $3,873-27.6% | $5,196-46.0% | $7,339-61.8% |