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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 | $25,651 | $52,279-50.9% | $89,414-71.3% | $79,852-67.9% |
| Participation rate | 52.7% | 57.5%-4.8pp | 68.0%-15.2pp | 69.6%-16.9pp |
| Annual return | 23.49% | 22.16%+1.3pp | 245.50%-222.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $1,220 | $1,572-22.4% | $2,586-52.8% | $2,471-50.6% |
| Participant deferral / active EE | $2,468 | $2,740-9.9% | $3,890-36.6% | $3,740-34.0% |
| Admin fee / account holder | $622 | $3,356-81.5% | $4,883-87.3% | $5,306-88.3% |