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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 | $26,758 | $49,976-46.5% | $66,674-59.9% | $82,637-67.6% |
| Participation rate | 57.4% | 63.1%-5.6pp | 73.7%-16.2pp | 68.1%-10.6pp |
| Annual return | 19.34% | 39.09%-19.8pp | 321.24%-301.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $903 | $1,988-54.6% | $2,620-65.5% | $2,552-64.6% |
| Participant deferral / active EE | $3,935 | $2,847+38.2% | $4,084-3.7% | $4,126-4.6% |
| Admin fee / account holder | $3,777 | $4,594-17.8% | $5,098-25.9% | $7,339-48.5% |