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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 | $24,970 | $63,703-60.8% | $93,063-73.2% | $82,448-69.7% |
| Participation rate | 63.3% | 63.8%-0.5pp | 72.1%-8.8pp | 68.1%-4.7pp |
| Annual return | 21.78% | -775.43%+797.2pp | 34.15%-12.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $950 | $1,729-45.0% | $2,476-61.6% | $2,551-62.8% |
| Participant deferral / active EE | $2,171 | $2,919-25.6% | $3,958-45.1% | $4,139-47.5% |
| Admin fee / account holder | $1,309 | $5,982-78.1% | $6,033-78.3% | $7,234-81.9% |