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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 | $53,274 | $75,807-29.7% | $116,096-54.1% | $86,983-38.8% |
| Participation rate | 27.7% | 66.9%-39.2pp | 73.3%-45.7pp | 69.5%-41.9pp |
| Annual return | 17.91% | 18.57%-0.7pp | 326.25%-308.3pp | 25.83%-7.9pp |
| Employer contribution / active EE | $1,148 | $1,892-39.3% | $2,503-54.1% | $2,584-55.6% |
| Participant deferral / active EE | $2,559 | $3,212-20.3% | $3,952-35.2% | $4,194-39.0% |
| Admin fee / account holder | $2,084 | $6,659-68.7% | $7,704-72.9% | $7,856-73.5% |