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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 | $63,290 | $70,430-10.1% | $96,572-34.5% | $85,851-26.3% |
| Participation rate | 48.8% | 61.8%-13.1pp | 69.8%-21.1pp | 69.3%-20.6pp |
| Annual return | 17.97% | 18.58%-0.6pp | 37.79%-19.8pp | 318.63%-300.7pp |
| Employer contribution / active EE | $526 | $1,413-62.8% | $2,357-77.7% | $2,565-79.5% |
| Participant deferral / active EE | $1,840 | $2,894-36.4% | $3,850-52.2% | $3,952-53.5% |
| Admin fee / account holder | $1,971 | $4,996-60.5% | $6,183-68.1% | $6,261-68.5% |