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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 | $31,088 | $62,592-50.3% | $85,709-63.7% | $85,847-63.8% |
| Participation rate | 64.5% | 61.1%+3.4pp | 69.9%-5.3pp | 69.3%-4.8pp |
| Annual return | 18.92% | 23.77%-4.9pp | 21.49%-2.6pp | 318.61%-299.7pp |
| Employer contribution / active EE | $641 | $1,755-63.5% | $2,619-75.5% | $2,565-75.0% |
| Participant deferral / active EE | $2,523 | $2,802-10.0% | $3,924-35.7% | $3,952-36.2% |
| Admin fee / account holder | $955 | $4,643-79.4% | $6,876-86.1% | $6,261-84.7% |