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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 | $58,925 | $65,034-9.4% | $90,970-35.2% | $79,856-26.2% |
| Participation rate | 50.6% | 61.6%-11.0pp | 69.0%-18.4pp | 69.6%-19.0pp |
| Annual return | 13.26% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $700 | $1,247-43.9% | $2,122-67.0% | $2,471-71.7% |
| Participant deferral / active EE | $2,160 | $2,512-14.0% | $3,373-36.0% | $3,741-42.3% |
| Admin fee / account holder | $1,110 | $4,536-75.5% | $5,961-81.4% | $5,306-79.1% |