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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 | $63,867 | $101,063-36.8% | $81,473-21.6% | $147,585-56.7% |
| Participation rate | 59.1% | 74.5%-15.4pp | 68.0%-8.9pp | 82.8%-23.7pp |
| Annual return | 16.99% | 32.41%-15.4pp | 38.78%-21.8pp | 578.58%-561.6pp |
| Employer contribution / active EE | $1,345 | $3,206-58.0% | $2,568-47.6% | $4,876-72.4% |
| Participant deferral / active EE | $2,783 | $4,242-34.4% | $3,537-21.3% | $5,439-48.8% |
| Admin fee / account holder | $322 | $5,812-94.5% | $4,561-92.9% | $10,886-97.0% |