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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 | $15,289 | $52,279-70.8% | $89,414-82.9% | $79,852-80.9% |
| Participation rate | 55.2% | 57.5%-2.4pp | 68.0%-12.8pp | 69.6%-14.5pp |
| Annual return | 20.06% | 22.16%-2.1pp | 245.50%-225.4pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,318 | $1,572-16.1% | $2,586-49.0% | $2,471-46.7% |
| Participant deferral / active EE | $2,638 | $2,740-3.7% | $3,890-32.2% | $3,740-29.5% |
| Admin fee / account holder | $2,921 | $3,356-13.0% | $4,883-40.2% | $5,306-45.0% |