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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 | $25,711 | $56,134-54.2% | $96,171-73.3% | $85,847-70.0% |
| Participation rate | 57.5% | 56.7%+0.8pp | 68.4%-10.9pp | 69.3%-11.8pp |
| Annual return | 16.35% | 42.30%-26.0pp | 192.04%-175.7pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,800 | $1,620+11.1% | $2,799-35.7% | $2,565-29.8% |
| Participant deferral / active EE | $3,093 | $2,858+8.2% | $4,350-28.9% | $3,952-21.8% |
| Admin fee / account holder | $1,710 | $3,769-54.6% | $5,538-69.1% | $6,261-72.7% |