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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 | $21,280 | $84,236-74.7% | $170,435-87.5% | $70,126-69.7% |
| Participation rate | 54.8% | 70.8%-16.0pp | 83.6%-28.8pp | 69.5%-14.7pp |
| Annual return | 21.19% | 23.06%-1.9pp | 205.94%-184.7pp | 73.15%-52.0pp |
| Employer contribution / active EE | $2,358 | $3,387-30.4% | $5,432-56.6% | $2,343+0.7% |
| Participant deferral / active EE | $4,077 | $3,086+32.1% | $4,939-17.5% | $3,332+22.4% |
| Admin fee / account holder | $577 | $5,698-89.9% | $13,881-95.8% | $4,645-87.6% |