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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 | $29,479 | $96,731-69.5% | $123,973-76.2% | $86,983-66.1% |
| Participation rate | 62.7% | 70.0%-7.3pp | 76.7%-13.9pp | 69.5%-6.8pp |
| Annual return | 17.54% | 17.33%+0.2pp | 388.13%-370.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,870 | $3,297-43.3% | $4,126-54.7% | $2,584-27.7% |
| Participant deferral / active EE | $2,375 | $4,152-42.8% | $5,247-54.7% | $4,194-43.4% |
| Admin fee / account holder | $3,000 | $8,722-65.6% | $11,799-74.6% | $7,856-61.8% |