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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 | $29,636 | $51,638-42.6% | $68,368-56.7% | $82,448-64.1% |
| Participation rate | 63.5% | 63.6%-0.1pp | 73.8%-10.2pp | 68.1%-4.5pp |
| Annual return | 14.60% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,465 | $2,047-28.4% | $2,649-44.7% | $2,551-42.6% |
| Participant deferral / active EE | $811 | $2,914-72.2% | $4,123-80.3% | $4,139-80.4% |
| Admin fee / account holder | $2,969 | $4,643-36.1% | $5,150-42.3% | $7,234-59.0% |