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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 | $29,479 | $89,259-67.0% | $107,187-72.5% | $82,637-64.3% |
| Participation rate | 62.7% | 67.9%-5.2pp | 75.0%-12.3pp | 68.1%-5.3pp |
| Annual return | 17.54% | 21.02%-3.5pp | 204.55%-187.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,870 | $3,080-39.3% | $3,782-50.6% | $2,552-26.7% |
| Participant deferral / active EE | $2,375 | $4,037-41.2% | $5,096-53.4% | $4,126-42.4% |
| Admin fee / account holder | $3,000 | $7,381-59.4% | $9,162-67.3% | $7,339-59.1% |