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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 | $50,554-8.5% | $67,681-31.7% | $87,485-47.1% |
| Participation rate | 60.4% | 67.7%-7.3pp | 73.7%-13.4pp | 68.9%-8.6pp |
| Annual return | 16.63% | 17.81%-1.2pp | 590.58%-574.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,020 | $1,988-48.7% | $2,678-61.9% | $2,596-60.7% |
| Participant deferral / active EE | $2,111 | $2,961-28.7% | $3,976-46.9% | $4,274-50.6% |
| Admin fee / account holder | $360 | $4,132-91.3% | $6,100-94.1% | $7,775-95.4% |