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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 | $27,613 | $47,479-41.8% | $62,929-56.1% | $82,448-66.5% |
| Participation rate | 68.1% | 66.9%+1.2pp | 73.1%-5.0pp | 68.1%0pp |
| Annual return | 17.53% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,167 | $1,885-38.1% | $2,505-53.4% | $2,551-54.3% |
| Participant deferral / active EE | $2,772 | $2,870-3.4% | $3,888-28.7% | $4,139-33.0% |
| Admin fee / account holder | $2,130 | $3,804-44.0% | $5,065-57.9% | $7,234-70.6% |