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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 | $66,046 | $103,392-36.1% | $87,104-24.2% | $152,897-56.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 27.48% | 28.10%-0.6pp | 28.19%-0.7pp | 345.43%-317.9pp |
| Employer contribution / active EE | $989 | $3,221-69.3% | $2,521-60.8% | $4,764-79.2% |
| Participant deferral / active EE | $2,485 | $4,778-48.0% | $4,048-38.6% | $5,851-57.5% |
| Admin fee / account holder | $7,020 | $12,194-42.4% | $7,491-6.3% | $11,599-39.5% |