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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 | $59,150 | $161,352-63.3% | $134,172-55.9% | $137,256-56.9% |
| Participation rate | 30.8% | 78.3%-47.5pp | 72.5%-41.7pp | 80.0%-49.2pp |
| Annual return | 16.64% | 28.72%-12.1pp | 25.30%-8.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,628 | $4,099-60.3% | $3,420-52.4% | $4,156-60.8% |
| Participant deferral / active EE | $3,034 | $5,552-45.4% | $4,690-35.3% | $6,407-52.6% |
| Admin fee / account holder | $2,122 | $15,028-85.9% | $12,016-82.3% | $12,270-82.7% |