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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 | $29,995 | $70,435-57.4% | $96,575-68.9% | $85,856-65.1% |
| Participation rate | 65.8% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 12.46% | 18.59%-6.1pp | 37.79%-25.3pp | 318.58%-306.1pp |
| Employer contribution / active EE | $1,196 | $1,413-15.4% | $2,357-49.3% | $2,565-53.4% |
| Participant deferral / active EE | $3,306 | $2,894+14.2% | $3,849-14.1% | $3,952-16.4% |
| Admin fee / account holder | $1,084 | $4,997-78.3% | $6,182-82.5% | $6,261-82.7% |