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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 | $71,432 | $93,346-23.5% | $71,796-0.5% | $273,972-73.9% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 83.0%-28.0pp |
| Annual return | 6.20% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $754 | $2,733-72.4% | $1,924-60.8% | $4,869-84.5% |
| Participant deferral / active EE | $3,031 | $3,475-12.8% | $2,794+8.5% | $5,287-42.7% |
| Admin fee / account holder | $2,436 | $6,571-62.9% | $4,815-49.4% | $10,133-76.0% |