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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 | $23,959 | $50,554-52.6% | $67,681-64.6% | $87,485-72.6% |
| Participation rate | 67.6% | 67.7%-0.2pp | 73.7%-6.2pp | 68.9%-1.4pp |
| Annual return | 17.45% | 17.81%-0.4pp | 590.58%-573.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $966 | $1,988-51.4% | $2,678-63.9% | $2,596-62.8% |
| Participant deferral / active EE | $2,214 | $2,961-25.2% | $3,976-44.3% | $4,274-48.2% |
| Admin fee / account holder | $3,533 | $4,132-14.5% | $6,100-42.1% | $7,775-54.6% |