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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 | $17,467 | $53,837-67.6% | $75,714-76.9% | $85,847-79.7% |
| Participation rate | 63.0% | 69.1%-6.0pp | 74.8%-11.8pp | 69.3%-6.3pp |
| Annual return | 25.71% | 24.54%+1.2pp | 104.62%-78.9pp | 318.61%-292.9pp |
| Employer contribution / active EE | $1,354 | $2,017-32.9% | $2,744-50.6% | $2,565-47.2% |
| Participant deferral / active EE | $2,420 | $2,895-16.4% | $3,820-36.7% | $3,952-38.8% |
| Admin fee / account holder | $5,298 | $3,339+58.7% | $3,619+46.4% | $6,261-15.4% |