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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 | $53,037 | $71,230-25.5% | $93,727-43.4% | $80,959-34.5% |
| Participation rate | 63.5% | 60.4%+3.1pp | 68.7%-5.2pp | 67.7%-4.2pp |
| Annual return | 11.21% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $705 | $1,565-55.0% | $2,421-70.9% | $2,757-74.4% |
| Participant deferral / active EE | $2,183 | $4,037-45.9% | $4,417-50.6% | $4,300-49.2% |
| Admin fee / account holder | $5,096 | $6,961-26.8% | $8,292-38.5% | $6,925-26.4% |