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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 | $62,149 | $90,400-31.3% | $186,193-66.6% | $87,485-29.0% |
| Participation rate | 38.9% | 66.2%-27.3pp | 77.1%-38.2pp | 68.9%-30.0pp |
| Annual return | 17.67% | 22.15%-4.5pp | 78.03%-60.4pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,163 | $2,170-46.4% | $3,918-70.3% | $2,596-55.2% |
| Participant deferral / active EE | $2,594 | $4,330-40.1% | $6,513-60.2% | $4,274-39.3% |
| Admin fee / account holder | $2,625 | $8,673-69.7% | $11,058-76.3% | $7,775-66.2% |