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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 | $30,192 | $87,132-65.3% | $105,624-71.4% | $80,959-62.7% |
| Participation rate | 68.5% | 70.4%-1.9pp | 75.3%-6.8pp | 67.7%+0.8pp |
| Annual return | 17.00% | 17.03%0pp | 116.20%-99.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,478 | $2,397-38.3% | $3,168-53.3% | $2,757-46.4% |
| Participant deferral / active EE | $2,968 | $3,985-25.5% | $5,013-40.8% | $4,300-31.0% |
| Admin fee / account holder | $1,604 | $8,449-81.0% | $10,961-85.4% | $6,925-76.8% |