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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 | $18,787 | $65,696-71.4% | $56,429-66.7% | $147,586-87.3% |
| Participation rate | 63.6% | 85.5%-21.9pp | 80.0%-16.4pp | 82.8%-19.2pp |
| Annual return | 17.40% | 13.32%+4.1pp | 19.04%-1.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,562 | $4,121-37.8% | $3,405-24.7% | $4,876-47.5% |
| Participant deferral / active EE | $4,964 | $4,876+1.8% | $3,951+25.6% | $5,439-8.7% |
| Admin fee / account holder | $5,094 | $5,947-14.3% | $4,466+14.1% | $10,886-53.2% |