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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 | $27,717 | $93,345-70.3% | $119,126-76.7% | $87,485-68.3% |
| Participation rate | 62.1% | 68.7%-6.7pp | 75.8%-13.7pp | 68.9%-6.9pp |
| Annual return | 14.13% | 19.08%-5.0pp | 282.11%-268.0pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,296 | $3,172-59.1% | $4,034-67.9% | $2,596-50.1% |
| Participant deferral / active EE | $3,647 | $4,099-11.0% | $5,318-31.4% | $4,274-14.7% |
| Admin fee / account holder | $3,093 | $8,039-61.5% | $10,693-71.1% | $7,775-60.2% |