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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 | $62,083 | $63,354-2.0% | $94,105-34.0% | $82,637-24.9% |
| Participation rate | 48.9% | 63.8%-15.0pp | 71.9%-23.1pp | 68.1%-19.2pp |
| Annual return | 17.23% | 34.36%-17.1pp | 204.55%-187.3pp | 53.51%-36.3pp |
| Employer contribution / active EE | $468 | $1,760-73.4% | $2,504-81.3% | $2,552-81.7% |
| Participant deferral / active EE | $1,346 | $2,873-53.2% | $3,881-65.3% | $4,126-67.4% |
| Admin fee / account holder | $1,964 | $5,073-61.3% | $6,199-68.3% | $7,339-73.2% |