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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 | $30,797 | $47,479-35.1% | $62,929-51.1% | $82,448-62.6% |
| Participation rate | 67.2% | 66.9%+0.3pp | 73.1%-5.9pp | 68.1%-0.9pp |
| Annual return | 16.80% | 20.34%-3.5pp | 1063.93%-1047.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,739 | $1,885-7.8% | $2,505-30.6% | $2,551-31.8% |
| Participant deferral / active EE | $1,914 | $2,870-33.3% | $3,888-50.8% | $4,139-53.8% |
| Admin fee / account holder | $3,990 | $3,804+4.9% | $5,065-21.2% | $7,234-44.9% |