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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 | $24,312 | $55,902-56.5% | $76,030-68.0% | $80,959-70.0% |
| Participation rate | 54.3% | 62.1%-7.8pp | 69.1%-14.8pp | 67.7%-13.4pp |
| Annual return | 15.68% | 20.59%-4.9pp | 361.54%-345.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $1,170 | $1,867-37.4% | $2,688-56.5% | $2,757-57.6% |
| Participant deferral / active EE | $1,796 | $3,051-41.1% | $4,257-57.8% | $4,300-58.2% |
| Admin fee / account holder | $2,297 | $5,239-56.2% | $6,421-64.2% | $6,925-66.8% |