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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 | $63,572 | $110,240-42.3% | $96,544-34.2% | $139,487-54.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 13.96% | 26.41%-12.5pp | 25.88%-11.9pp | 373.84%-359.9pp |
| Employer contribution / active EE | $823 | $3,622-77.3% | $2,966-72.2% | $4,755-82.7% |
| Participant deferral / active EE | $1,944 | $5,549-65.0% | $4,851-59.9% | $6,713-71.0% |
| Admin fee / account holder | $2,160 | $11,602-81.4% | $8,254-73.8% | $11,407-81.1% |