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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 | $31,005 | $78,690-60.6% | $161,489-80.8% | $87,485-64.6% |
| Participation rate | 64.5% | 67.5%-2.9pp | 78.7%-14.2pp | 68.9%-4.4pp |
| Annual return | 12.70% | 32.74%-20.0pp | 89.72%-77.0pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,695 | $2,588-34.5% | $4,268-60.3% | $2,596-34.7% |
| Participant deferral / active EE | $2,823 | $3,311-14.7% | $5,630-49.9% | $4,274-33.9% |
| Admin fee / account holder | $3,709 | $6,724-44.8% | $16,006-76.8% | $7,775-52.3% |