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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 | $30,908 | $50,554-38.9% | $67,681-54.3% | $87,485-64.7% |
| Participation rate | 61.1% | 67.7%-6.6pp | 73.7%-12.6pp | 68.9%-7.8pp |
| Annual return | 15.89% | 17.81%-1.9pp | 590.58%-574.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,201 | $1,988-39.6% | $2,678-55.2% | $2,596-53.7% |
| Participant deferral / active EE | $2,497 | $2,961-15.7% | $3,976-37.2% | $4,274-41.6% |
| Admin fee / account holder | $1,463 | $4,132-64.6% | $6,100-76.0% | $7,775-81.2% |