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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 | $60,817 | $80,674-24.6% | $119,126-48.9% | $64,340-5.5% |
| Participation rate | 37.7% | 55.2%-17.5pp | 75.8%-38.0pp | 55.2%-17.5pp |
| Annual return | 15.01% | 26.86%-11.9pp | 282.11%-267.1pp | 24.14%-9.1pp |
| Employer contribution / active EE | $690 | $2,564-73.1% | $4,034-82.9% | $1,862-62.9% |
| Participant deferral / active EE | $1,929 | $3,053-36.8% | $5,318-63.7% | $2,980-35.3% |
| Admin fee / account holder | $2,695 | $4,559-40.9% | $10,693-74.8% | $3,703-27.2% |