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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 | $32,860 | $58,895-44.2% | $178,503-81.6% | $73,497-55.3% |
| Participation rate | 64.8% | 66.2%-1.4pp | 81.9%-17.1pp | 70.7%-5.9pp |
| Annual return | 18.94% | 24.86%-5.9pp | 151.12%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,489 | $2,236-33.4% | $5,011-70.3% | $2,270-34.4% |
| Participant deferral / active EE | $2,999 | $2,567+16.8% | $5,202-42.3% | $3,740-19.8% |
| Admin fee / account holder | $3,160 | $400+689.2% | $13,987-77.4% | $513+515.9% |