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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 | $53,384 | $84,236-36.6% | $170,439-68.7% | $70,124-23.9% |
| Participation rate | 54.7% | 70.8%-16.1pp | 83.6%-28.9pp | 69.5%-14.9pp |
| Annual return | 15.54% | 23.06%-7.5pp | 205.94%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $940 | $3,387-72.2% | $5,433-82.7% | $2,342-59.9% |
| Participant deferral / active EE | $3,133 | $3,086+1.5% | $4,939-36.6% | $3,332-6.0% |
| Admin fee / account holder | $1,655 | $5,698-71.0% | $13,881-88.1% | $4,645-64.4% |