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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 | $29,907 | $63,703-53.1% | $93,063-67.9% | $82,448-63.7% |
| Participation rate | 60.7% | 63.8%-3.1pp | 72.1%-11.4pp | 68.1%-7.4pp |
| Annual return | 20.79% | -775.43%+796.2pp | 34.15%-13.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $775 | $1,729-55.2% | $2,476-68.7% | $2,551-69.6% |
| Participant deferral / active EE | $2,618 | $2,919-10.3% | $3,958-33.8% | $4,139-36.7% |
| Admin fee / account holder | $839 | $5,982-86.0% | $6,033-86.1% | $7,234-88.4% |