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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 | $62,095 | $78,428-20.8% | $95,960-35.3% | $79,852-22.2% |
| Participation rate | 56.5% | 73.5%-17.0pp | 77.1%-20.6pp | 69.6%-13.1pp |
| Annual return | 18.83% | 19.37%-0.5pp | 91.63%-72.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $1,207 | $1,945-38.0% | $2,541-52.5% | $2,471-51.2% |
| Participant deferral / active EE | $2,479 | $3,440-27.9% | $4,167-40.5% | $3,740-33.7% |
| Admin fee / account holder | $2,102 | $5,622-62.6% | $6,797-69.1% | $5,306-60.4% |