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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 | $23,955 | $55,889-57.1% | $76,119-68.5% | $80,935-70.4% |
| Participation rate | 54.5% | 62.1%-7.5pp | 69.1%-14.5pp | 67.7%-13.1pp |
| Annual return | 14.84% | 20.58%-5.7pp | 361.25%-346.4pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,163 | $1,866+15.9% | $2,693-19.7% | $2,757-21.5% |
| Participant deferral / active EE | $5,268 | $3,051+72.6% | $4,259+23.7% | $4,299+22.5% |
| Admin fee / account holder | $1,560 | $5,241-70.2% | $6,421-75.7% | $6,924-77.5% |