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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 | $31,068 | $69,515-55.3% | $86,868-64.2% | $85,856-63.8% |
| Participation rate | 68.0% | 66.3%+1.7pp | 71.6%-3.6pp | 69.3%-1.3pp |
| Annual return | 18.47% | 20.12%-1.7pp | 63.53%-45.1pp | 318.58%-300.1pp |
| Employer contribution / active EE | $948 | $1,880-49.6% | $2,496-62.0% | $2,565-63.0% |
| Participant deferral / active EE | $2,290 | $2,919-21.6% | $3,699-38.1% | $3,952-42.1% |
| Admin fee / account holder | $3,027 | $5,972-49.3% | $5,829-48.1% | $6,261-51.6% |