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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 | $30,814 | $54,763-43.7% | $90,324-65.9% | $72,976-57.8% |
| Participation rate | 54.4% | 65.2%-10.7pp | 73.3%-18.8pp | 69.5%-15.0pp |
| Annual return | 25.22% | 30.63%-5.4pp | 78.15%-52.9pp | 81.02%-55.8pp |
| Employer contribution / active EE | $511 | $2,093-75.6% | $2,856-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $2,102 | $2,887-27.2% | $3,885-45.9% | $3,608-41.7% |
| Admin fee / account holder | $3,131 | $3,973-21.2% | $5,356-41.5% | $5,124-38.9% |