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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 | $15,455 | $50,554-69.4% | $67,681-77.2% | $87,485-82.3% |
| Participation rate | 60.5% | 67.7%-7.3pp | 73.7%-13.3pp | 68.9%-8.5pp |
| Annual return | 14.71% | 17.81%-3.1pp | 590.58%-575.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,434 | $1,988-27.9% | $2,678-46.5% | $2,596-44.8% |
| Participant deferral / active EE | $2,126 | $2,961-28.2% | $3,976-46.5% | $4,274-50.3% |
| Admin fee / account holder | $4,990 | $4,132+20.7% | $6,100-18.2% | $7,775-35.8% |