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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 | $79,388 | $105,929-25.1% | $81,716-2.8% | $158,966-50.1% |
| Participation rate | 61.5% | 75.6%-14.1pp | 72.0%-10.5pp | 82.0%-20.4pp |
| Annual return | 13.55% | 38.19%-24.6pp | 29.49%-15.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $613 | $7,802-92.1% | $4,310-85.8% | $4,762-87.1% |
| Participant deferral / active EE | $1,383 | $13,007-89.4% | $7,108-80.5% | $5,983-76.9% |
| Admin fee / account holder | $3,543 | $8,492-58.3% | $5,159-31.3% | $11,250-68.5% |