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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 | $53,902 | $52,279+3.1% | $89,435-39.7% | $79,856-32.5% |
| Participation rate | 30.9% | 57.5%-26.7pp | 68.0%-37.1pp | 69.6%-38.8pp |
| Annual return | 16.17% | 22.16%-6.0pp | 245.55%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $653 | $1,572-58.5% | $2,587-74.8% | $2,471-73.6% |
| Participant deferral / active EE | $1,335 | $2,740-51.3% | $3,890-65.7% | $3,741-64.3% |
| Admin fee / account holder | $2,664 | $3,356-20.6% | $4,884-45.5% | $5,306-49.8% |