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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 | $46,248 | $48,011-3.7% | $63,803-27.5% | $82,637-44.0% |
| Participation rate | 60.4% | 66.6%-6.2pp | 72.7%-12.3pp | 68.1%-7.7pp |
| Annual return | 16.63% | 19.84%-3.2pp | 543.72%-527.1pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,020 | $1,904-46.4% | $2,532-59.7% | $2,552-60.0% |
| Participant deferral / active EE | $2,111 | $2,846-25.8% | $3,843-45.1% | $4,126-48.8% |
| Admin fee / account holder | $360 | $3,873-90.7% | $5,196-93.1% | $7,339-95.1% |