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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 | $33,232 | $89,259-62.8% | $107,187-69.0% | $82,637-59.8% |
| Participation rate | 60.9% | 67.9%-7.0pp | 75.0%-14.1pp | 68.1%-7.1pp |
| Annual return | 18.12% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,908 | $3,080-38.0% | $3,782-49.5% | $2,552-25.2% |
| Participant deferral / active EE | $2,450 | $4,037-39.3% | $5,096-51.9% | $4,126-40.6% |
| Admin fee / account holder | $2,671 | $7,381-63.8% | $9,162-70.8% | $7,339-63.6% |