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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 | $30,193 | $49,976-39.6% | $66,674-54.7% | $82,637-63.5% |
| Participation rate | 62.1% | 63.1%-1.0pp | 73.7%-11.6pp | 68.1%-6.0pp |
| Annual return | 13.70% | 39.09%-25.4pp | 321.24%-307.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,521 | $1,988-23.5% | $2,620-41.9% | $2,552-40.4% |
| Participant deferral / active EE | $2,536 | $2,847-10.9% | $4,084-37.9% | $4,126-38.5% |
| Admin fee / account holder | $4,388 | $4,594-4.5% | $5,098-13.9% | $7,339-40.2% |