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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 | $60,086 | $124,336-51.7% | $111,303-46.0% | $167,518-64.1% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 17.47% | 37.45%-20.0pp | 54.66%-37.2pp | 478.71%-461.2pp |
| Employer contribution / active EE | $1,290 | $3,436-62.5% | $2,731-52.8% | $4,838-73.3% |
| Participant deferral / active EE | $3,543 | $5,181-31.6% | $4,487-21.0% | $6,342-44.1% |
| Admin fee / account holder | $771 | $10,623-92.7% | $7,966-90.3% | $12,312-93.7% |