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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 | $33,023 | $51,638-36.0% | $68,368-51.7% | $82,448-59.9% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 17.08% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $745 | $2,047-63.6% | $2,649-71.9% | $2,551-70.8% |
| Participant deferral / active EE | $1,322 | $2,914-54.6% | $4,123-67.9% | $4,139-68.1% |
| Admin fee / account holder | $2,179 | $4,643-53.1% | $5,150-57.7% | $7,234-69.9% |