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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 | $88,672-66.8% | $105,223-72.0% | $82,448-64.2% |
| Participation rate | 62.7% | 67.9%-5.2pp | 75.0%-12.3pp | 68.1%-5.4pp |
| Annual return | 17.54% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,870 | $3,048-38.7% | $3,689-49.3% | $2,551-26.7% |
| Participant deferral / active EE | $2,375 | $4,036-41.2% | $5,072-53.2% | $4,139-42.6% |
| Admin fee / account holder | $3,000 | $7,146-58.0% | $8,859-66.1% | $7,234-58.5% |