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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 | $30,954 | $78,423-60.5% | $95,964-67.7% | $79,856-61.2% |
| Participation rate | 69.4% | 73.5%-4.1pp | 77.1%-7.7pp | 69.6%-0.2pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.64%-75.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,412 | $1,945-27.4% | $2,541-44.4% | $2,471-42.8% |
| Participant deferral / active EE | $2,688 | $3,440-21.9% | $4,167-35.5% | $3,741-28.1% |
| Admin fee / account holder | $4,222 | $5,622-24.9% | $6,797-37.9% | $5,306-20.4% |