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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 | $46,623 | $62,166-25.0% | $81,353-42.7% | $74,459-37.4% |
| Participation rate | 26.4% | 64.1%-37.6pp | 69.5%-43.1pp | 67.2%-40.8pp |
| Annual return | 32.45% | 16.50%+16.0pp | 24.82%+7.6pp | 1369.70%-1337.3pp |
| Employer contribution / active EE | $751 | $1,881-60.1% | $2,464-69.5% | $2,626-71.4% |
| Participant deferral / active EE | $1,735 | $3,223-46.2% | $3,885-55.3% | $4,350-60.1% |
| Admin fee / account holder | $2,851 | $1,925+48.1% | $5,766-50.6% | $1,945+46.6% |