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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 | $27,716 | $48,337-42.7% | $67,560-59.0% | $80,959-65.8% |
| Participation rate | 25.4% | 66.4%-41.0pp | 72.9%-47.5pp | 67.7%-42.2pp |
| Annual return | 20.70% | 18.26%+2.4pp | 3533.50%-3512.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $688 | $2,023-66.0% | $2,737-74.9% | $2,757-75.0% |
| Participant deferral / active EE | $2,801 | $2,928-4.4% | $4,004-30.1% | $4,300-34.9% |
| Admin fee / account holder | $1,478 | $3,695-60.0% | $3,994-63.0% | $6,925-78.7% |