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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 | $53,456 | $71,197-24.9% | $93,669-42.9% | $80,925-33.9% |
| Participation rate | 60.4% | 60.4%0pp | 68.7%-8.3pp | 67.7%-7.2pp |
| Annual return | 13.02% | 11.27%+1.7pp | 133.59%-120.6pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,312 | $1,565-16.1% | $2,424-45.9% | $2,756-52.4% |
| Participant deferral / active EE | $2,246 | $4,036-44.3% | $4,416-49.1% | $4,299-47.7% |
| Admin fee / account holder | $3,510 | $6,959-49.6% | $8,291-57.7% | $6,940-49.4% |