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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 | $25,075 | $55,930-55.2% | $76,089-67.0% | $80,925-69.0% |
| Participation rate | 48.5% | 62.1%-13.6pp | 69.1%-20.6pp | 67.7%-19.2pp |
| Annual return | 16.52% | 20.58%-4.1pp | 360.94%-344.4pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,417 | $1,866-24.1% | $2,690-47.3% | $2,756-48.6% |
| Participant deferral / active EE | $3,462 | $3,051+13.5% | $4,259-18.7% | $4,299-19.5% |
| Admin fee / account holder | $780 | $5,241-85.1% | $6,418-87.8% | $6,940-88.8% |