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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 | $20,340 | $58,627-65.3% | $76,735-73.5% | $82,448-75.3% |
| Participation rate | 63.8% | 63.2%+0.6pp | 69.5%-5.7pp | 68.1%-4.2pp |
| Annual return | 0.00% | 39.10%-39.1pp | 29.77%-29.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,036 | $1,729+17.8% | $2,454-17.0% | $2,551-20.2% |
| Participant deferral / active EE | $3,005 | $3,134-4.1% | $4,088-26.5% | $4,139-27.4% |
| Admin fee / account holder | $2,514 | $5,323-52.8% | $7,189-65.0% | $7,234-65.2% |