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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 | $48,284-42.6% | $67,524-59.0% | $80,911-65.7% |
| Participation rate | 25.4% | 66.4%-41.0pp | 72.9%-47.5pp | 67.6%-42.2pp |
| Annual return | 20.70% | 18.27%+2.4pp | 3519.41%-3498.7pp | 35.63%-14.9pp |
| Employer contribution / active EE | $688 | $2,021-66.0% | $2,734-74.8% | $2,756-75.0% |
| Participant deferral / active EE | $2,801 | $2,927-4.3% | $4,001-30.0% | $4,297-34.8% |
| Admin fee / account holder | $1,478 | $3,688-59.9% | $4,001-63.1% | $6,935-78.7% |