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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 | $30,115 | $54,573-44.8% | $90,970-66.9% | $73,497-59.0% |
| Participation rate | 42.2% | 61.2%-19.0pp | 69.0%-26.9pp | 70.7%-28.5pp |
| Annual return | 13.48% | 16.69%-3.2pp | 134.60%-121.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $854 | $991-13.8% | $2,122-59.7% | $2,270-62.4% |
| Participant deferral / active EE | $2,141 | $2,517-14.9% | $3,373-36.5% | $3,740-42.7% |
| Admin fee / account holder | $1,854 | $521+255.6% | $5,961-68.9% | $513+261.4% |