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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 | $87,059-65.3% | $105,608-71.4% | $80,925-62.7% |
| Participation rate | 68.5% | 70.4%-2.0pp | 75.3%-6.8pp | 67.7%+0.8pp |
| Annual return | 17.00% | 17.05%0pp | 116.50%-99.5pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,478 | $2,396-38.3% | $3,167-53.3% | $2,756-46.4% |
| Participant deferral / active EE | $2,968 | $3,986-25.5% | $5,010-40.7% | $4,299-30.9% |
| Admin fee / account holder | $1,604 | $8,443-81.0% | $11,028-85.5% | $6,940-76.9% |