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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 | $61,955 | $99,652-37.8% | $78,778-21.4% | $147,585-58.0% |
| Participation rate | 52.6% | 76.2%-23.6pp | 69.2%-16.6pp | 82.8%-30.2pp |
| Annual return | 16.48% | 47.28%-30.8pp | 35.62%-19.1pp | 578.58%-562.1pp |
| Employer contribution / active EE | $740 | $2,796-73.5% | $1,986-62.7% | $4,876-84.8% |
| Participant deferral / active EE | $3,409 | $3,664-6.9% | $2,958+15.2% | $5,439-37.3% |
| Admin fee / account holder | $897 | $7,155-87.5% | $5,134-82.5% | $10,886-91.8% |