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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 | $28,728 | $52,279-45.0% | $89,435-67.9% | $79,856-64.0% |
| Participation rate | 54.5% | 57.5%-3.0pp | 68.0%-13.4pp | 69.6%-15.1pp |
| Annual return | 23.54% | 22.16%+1.4pp | 245.55%-222.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,124 | $1,572+35.1% | $2,587-17.9% | $2,471-14.1% |
| Participant deferral / active EE | $1,855 | $2,740-32.3% | $3,890-52.3% | $3,741-50.4% |
| Admin fee / account holder | $3,532 | $3,356+5.2% | $4,884-27.7% | $5,306-33.4% |