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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 | $60,565 | $149,679-59.5% | $117,039-48.3% | $147,586-59.0% |
| Participation rate | 56.3% | 83.5%-27.2pp | 77.2%-20.9pp | 82.8%-26.6pp |
| Annual return | 10.96% | 19.31%-8.3pp | 18.95%-8.0pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,113 | $4,937-77.4% | $3,785-70.6% | $4,876-77.2% |
| Participant deferral / active EE | $2,616 | $4,912-46.7% | $3,929-33.4% | $5,439-51.9% |
| Admin fee / account holder | $2,474 | $7,856-68.5% | $5,974-58.6% | $10,886-77.3% |