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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 | $31,479 | $48,053-34.5% | $84,623-62.8% | $72,983-56.9% |
| Participation rate | 61.3% | 57.6%+3.7pp | 68.2%-6.9pp | 69.5%-8.2pp |
| Annual return | 21.21% | 37.39%-16.2pp | 258.77%-237.6pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,580 | $1,602-1.4% | $2,652-40.5% | $2,440-35.3% |
| Participant deferral / active EE | $2,671 | $2,681-0.4% | $3,899-31.5% | $3,608-26.0% |
| Admin fee / account holder | $897 | $3,395-73.6% | $4,913-81.7% | $5,124-82.5% |