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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 | $25,169 | $65,034-61.3% | $90,970-72.3% | $79,856-68.5% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.0%-5.1pp | 69.6%-5.8pp |
| Annual return | 20.00% | 30.45%-10.5pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,093 | $1,247+67.8% | $2,122-1.4% | $2,471-15.3% |
| Participant deferral / active EE | $3,377 | $2,512+34.4% | $3,373+0.1% | $3,741-9.7% |
| Admin fee / account holder | $2,944 | $4,536-35.1% | $5,961-50.6% | $5,306-44.5% |