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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 | $60,118 | $78,428-23.3% | $95,960-37.4% | $79,852-24.7% |
| Participation rate | 36.2% | 73.5%-37.3pp | 77.1%-40.9pp | 69.6%-33.5pp |
| Annual return | 14.77% | 19.37%-4.6pp | 91.63%-76.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $610 | $1,945-68.6% | $2,541-76.0% | $2,471-75.3% |
| Participant deferral / active EE | $3,113 | $3,440-9.5% | $4,167-25.3% | $3,740-16.8% |
| Admin fee / account holder | $730 | $5,622-87.0% | $6,797-89.3% | $5,306-86.2% |