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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 | $62,389 | $101,618-38.6% | $93,063-33.0% | $137,256-54.5% |
| Participation rate | 56.3% | 74.9%-18.7pp | 72.1%-15.9pp | 80.0%-23.7pp |
| Annual return | 13.02% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $884 | $2,707-67.4% | $2,476-64.3% | $4,156-78.7% |
| Participant deferral / active EE | $1,189 | $4,279-72.2% | $3,958-70.0% | $6,407-81.4% |
| Admin fee / account holder | $1,482 | $6,198-76.1% | $6,033-75.4% | $12,270-87.9% |