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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 | $28,254 | $104,251-72.9% | $91,004-69.0% | $147,586-80.9% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.6%-14.1pp | 82.8%-21.3pp |
| Annual return | 14.69% | 27.06%-12.4pp | 4.60%+10.1pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,514 | $3,116-51.4% | $2,456-38.4% | $4,876-69.0% |
| Participant deferral / active EE | $5,482 | $4,195+30.7% | $3,548+54.5% | $5,439+0.8% |
| Admin fee / account holder | $10,617 | $8,948+18.6% | $5,417+96.0% | $10,886-2.5% |