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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 | $26,505 | $84,518-68.6% | $67,704-60.9% | $125,389-78.9% |
| Participation rate | 69.2% | 74.8%-5.6pp | 67.5%+1.7pp | 83.2%-14.0pp |
| Annual return | 2.99% | 2.57%+0.4pp | 25.41%-22.4pp | 282.24%-279.3pp |
| Employer contribution / active EE | $1,826 | $3,292-44.5% | $2,559-28.6% | $4,866-62.5% |
| Participant deferral / active EE | $16,404 | $4,430+270.3% | $3,585+357.5% | $5,352+206.5% |
| Admin fee / account holder | $24,552 | $5,340+359.7% | $4,255+477.0% | $9,541+157.3% |