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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 | $62,622 | $63,861-1.9% | $104,639-40.2% | $79,856-21.6% |
| Participation rate | 29.3% | 64.9%-35.7pp | 74.1%-44.8pp | 69.6%-40.4pp |
| Annual return | 12.93% | 21.30%-8.4pp | 340.67%-327.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $682 | $1,588-57.1% | $2,682-74.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,491 | $2,693-44.6% | $3,738-60.1% | $3,741-60.1% |
| Admin fee / account holder | $1,007 | $4,185-75.9% | $6,465-84.4% | $5,306-81.0% |