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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 | $50,638 | $71,197-28.9% | $93,669-45.9% | $80,925-37.4% |
| Participation rate | 30.3% | 60.4%-30.1pp | 68.7%-38.5pp | 67.7%-37.4pp |
| Annual return | 10.00% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.7pp |
| Employer contribution / active EE | $754 | $1,565-51.8% | $2,424-68.9% | $2,756-72.7% |
| Participant deferral / active EE | $1,855 | $4,036-54.0% | $4,416-58.0% | $4,299-56.8% |
| Admin fee / account holder | $1,210 | $6,959-82.6% | $8,291-85.4% | $6,940-82.6% |