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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 | $6,926 | $63,354-89.1% | $94,105-92.6% | $82,637-91.6% |
| Participation rate | 59.6% | 63.8%-4.3pp | 71.9%-12.4pp | 68.1%-8.5pp |
| Annual return | 19.55% | 34.36%-14.8pp | 204.55%-185.0pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,201 | $1,760-31.7% | $2,504-52.0% | $2,552-52.9% |
| Participant deferral / active EE | $2,021 | $2,873-29.7% | $3,881-47.9% | $4,126-51.0% |
| Admin fee / account holder | $2,310 | $5,073-54.5% | $6,199-62.7% | $7,339-68.5% |