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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 | $60,961 | $78,690-22.5% | $161,489-62.3% | $87,485-30.3% |
| Participation rate | 32.5% | 67.5%-35.0pp | 78.7%-46.2pp | 68.9%-36.4pp |
| Annual return | 21.47% | 32.74%-11.3pp | 89.72%-68.2pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,495 | $2,588-42.2% | $4,268-65.0% | $2,596-42.4% |
| Participant deferral / active EE | $3,393 | $3,311+2.5% | $5,630-39.7% | $4,274-20.6% |
| Admin fee / account holder | $1,268 | $6,724-81.1% | $16,006-92.1% | $7,775-83.7% |