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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 | $25,049 | $85,171-70.6% | $172,752-85.5% | $72,975-65.7% |
| Participation rate | 64.8% | 70.1%-5.2pp | 82.6%-17.8pp | 69.5%-4.7pp |
| Annual return | 21.05% | 27.32%-6.3pp | 802.97%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,726 | $3,324-18.0% | $5,144-47.0% | $2,440+11.7% |
| Participant deferral / active EE | $1,754 | $3,260-46.2% | $5,198-66.2% | $3,608-51.4% |
| Admin fee / account holder | $3,249 | $5,880-44.7% | $13,955-76.7% | $5,124-36.6% |