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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 | $64,779 | $50,554+28.1% | $67,681-4.3% | $87,485-26.0% |
| Participation rate | 23.3% | 67.7%-44.5pp | 73.7%-50.5pp | 68.9%-45.7pp |
| Annual return | 17.83% | 17.81%0pp | 590.58%-572.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $570 | $1,988-71.3% | $2,678-78.7% | $2,596-78.0% |
| Participant deferral / active EE | $1,106 | $2,961-62.6% | $3,976-72.2% | $4,274-74.1% |
| Admin fee / account holder | $1,225 | $4,132-70.4% | $6,100-79.9% | $7,775-84.2% |