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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 | $24,483 | $73,107-66.5% | $114,563-78.6% | $87,485-72.0% |
| Participation rate | 40.0% | 65.8%-25.8pp | 72.9%-32.9pp | 68.9%-28.9pp |
| Annual return | 22.36% | 19.47%+2.9pp | 241.09%-218.7pp | 26.06%-3.7pp |
| Employer contribution / active EE | $1,398 | $1,881-25.7% | $2,592-46.1% | $2,596-46.2% |
| Participant deferral / active EE | $1,742 | $3,144-44.6% | $4,142-57.9% | $4,274-59.2% |
| Admin fee / account holder | $648 | $5,770-88.8% | $7,623-91.5% | $7,775-91.7% |