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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 | $61,604 | $123,155-50.0% | $108,753-43.4% | $155,188-60.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 19.86% | 44.73%-24.9pp | 37.47%-17.6pp | 148.84%-129.0pp |
| Employer contribution / active EE | $794 | $2,811-71.7% | $2,427-67.3% | $4,248-81.3% |
| Participant deferral / active EE | $3,949 | $4,623-14.6% | $4,115-4.0% | $6,531-39.5% |
| Admin fee / account holder | $1,073 | $12,126-91.2% | $10,320-89.6% | $14,480-92.6% |