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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 | $62,785 | $116,203-46.0% | $93,621-32.9% | $152,897-58.9% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.8%-12.7pp | 82.5%-19.3pp |
| Annual return | 21.11% | 35.96%-14.9pp | 32.76%-11.6pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,379 | $3,219-57.2% | $2,719-49.3% | $4,764-71.1% |
| Participant deferral / active EE | $2,910 | $4,605-36.8% | $4,070-28.5% | $5,851-50.3% |
| Admin fee / account holder | $1,576 | $10,751-85.3% | $7,890-80.0% | $11,599-86.4% |