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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 | $65,924 | $149,679-56.0% | $117,039-43.7% | $147,586-55.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 16.14% | 19.31%-3.2pp | 18.95%-2.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,414 | $4,937-71.4% | $3,785-62.7% | $4,876-71.0% |
| Participant deferral / active EE | $4,300 | $4,912-12.5% | $3,929+9.4% | $5,439-20.9% |
| Admin fee / account holder | $691 | $7,856-91.2% | $5,974-88.4% | $10,886-93.7% |