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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 | $27,156 | $51,638-47.4% | $68,368-60.3% | $82,448-67.1% |
| Participation rate | 64.1% | 63.6%+0.5pp | 73.8%-9.6pp | 68.1%-4.0pp |
| Annual return | 18.15% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,019 | $2,047-50.2% | $2,649-61.5% | $2,551-60.1% |
| Participant deferral / active EE | $3,205 | $2,914+10.0% | $4,123-22.3% | $4,139-22.6% |
| Admin fee / account holder | $1,149 | $4,643-75.3% | $5,150-77.7% | $7,234-84.1% |