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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 | $28,878 | $117,846-75.5% | $102,434-71.8% | $145,884-80.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.22% | 31.90%-14.7pp | 29.46%-12.2pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,322 | $3,615-35.8% | $3,023-23.2% | $4,662-50.2% |
| Participant deferral / active EE | $2,313 | $5,733-59.7% | $5,055-54.2% | $6,690-65.4% |
| Admin fee / account holder | $2,607 | $13,356-80.5% | $9,462-72.5% | $13,392-80.5% |