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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 | $25,483 | $67,823-62.4% | $52,425-51.4% | $137,256-81.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 16.94% | 219.11%-202.2pp | 302.12%-285.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,209 | $1,163+3.9% | $914+32.2% | $4,156-70.9% |
| Participant deferral / active EE | $2,549 | $2,288+11.4% | $1,790+42.4% | $6,407-60.2% |
| Admin fee / account holder | $3,156 | $2,844+11.0% | $2,495+26.5% | $12,270-74.3% |