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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 | $30,469 | $78,425-61.1% | $95,956-68.2% | $79,858-61.8% |
| Participation rate | 61.7% | 73.5%-11.8pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 19.96% | 19.37%+0.6pp | 91.63%-71.7pp | 31.72%-11.8pp |
| Employer contribution / active EE | $1,542 | $1,945-20.7% | $2,541-39.3% | $2,471-37.6% |
| Participant deferral / active EE | $3,303 | $3,440-4.0% | $4,167-20.7% | $3,740-11.7% |
| Admin fee / account holder | $1,621 | $5,622-71.2% | $6,797-76.1% | $5,306-69.4% |