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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 | $60,351 | $87,546-31.1% | $75,784-20.4% | $125,389-51.9% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 1.23% | 13.49%-12.3pp | 9.68%-8.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $527 | $3,930-86.6% | $3,323-84.1% | $4,866-89.2% |
| Participant deferral / active EE | $3,207 | $4,230-24.2% | $3,652-12.2% | $5,352-40.1% |
| Admin fee / account holder | $2,136 | $6,503-67.2% | $5,300-59.7% | $9,541-77.6% |