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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 | $58,729 | $78,428-25.1% | $95,960-38.8% | $79,852-26.5% |
| Participation rate | 63.5% | 73.5%-10.0pp | 77.1%-13.6pp | 69.6%-6.1pp |
| Annual return | 14.51% | 19.37%-4.9pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,300 | $1,945-33.2% | $2,541-48.9% | $2,471-47.4% |
| Participant deferral / active EE | $2,207 | $3,440-35.8% | $4,167-47.0% | $3,740-41.0% |
| Admin fee / account holder | $2,281 | $5,622-59.4% | $6,797-66.4% | $5,306-57.0% |