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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 | $28,521 | $53,128-46.3% | $86,581-67.1% | $70,124-59.3% |
| Participation rate | 58.8% | 65.3%-6.5pp | 73.5%-14.7pp | 69.5%-10.7pp |
| Annual return | 17.28% | 27.66%-10.4pp | 965.06%-947.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,481 | $2,068-28.4% | $2,840-47.8% | $2,342-36.8% |
| Participant deferral / active EE | $1,681 | $2,695-37.6% | $3,609-53.4% | $3,332-49.6% |
| Admin fee / account holder | $722 | $3,584-79.8% | $4,904-85.3% | $4,645-84.4% |