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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 | $60,640 | $110,278-45.0% | $95,740-36.7% | $139,466-56.5% |
| Participation rate | 43.8% | 75.7%-32.0pp | 72.3%-28.5pp | 80.3%-36.6pp |
| Annual return | 15.77% | 27.19%-11.4pp | 28.41%-12.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $684 | $3,260-79.0% | $2,836-75.9% | $4,754-85.6% |
| Participant deferral / active EE | $2,010 | $4,674-57.0% | $4,244-52.6% | $6,712-70.0% |
| Admin fee / account holder | $1,403 | $6,613-78.8% | $5,676-75.3% | $11,409-87.7% |