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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 | $23,730 | $55,930-57.6% | $76,089-68.8% | $80,925-70.7% |
| Participation rate | 61.3% | 62.1%-0.8pp | 69.1%-7.8pp | 67.7%-6.4pp |
| Annual return | 10.38% | 20.58%-10.2pp | 360.94%-350.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,552 | $1,866-16.9% | $2,690-42.3% | $2,756-43.7% |
| Participant deferral / active EE | $2,699 | $3,051-11.5% | $4,259-36.6% | $4,299-37.2% |
| Admin fee / account holder | $3,485 | $5,241-33.5% | $6,418-45.7% | $6,940-49.8% |