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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 | $66,123 | $182,442-63.8% | $163,379-59.5% | $138,895-52.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 17.66% | 72.74%-55.1pp | 63.41%-45.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,149 | $4,159-72.4% | $3,752-69.4% | $4,194-72.6% |
| Participant deferral / active EE | $3,973 | $6,817-41.7% | $6,282-36.7% | $6,396-37.9% |
| Admin fee / account holder | $1,009 | $10,396-90.3% | $9,818-89.7% | $12,562-92.0% |