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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 | $61,920 | $78,423-21.0% | $95,964-35.5% | $79,856-22.5% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.5pp | 69.6%-12.0pp |
| Annual return | 10.36% | 19.37%-9.0pp | 91.64%-81.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $552 | $1,945-71.6% | $2,541-78.3% | $2,471-77.7% |
| Participant deferral / active EE | $1,599 | $3,440-53.5% | $4,167-61.6% | $3,741-57.3% |
| Admin fee / account holder | $1,870 | $5,622-66.7% | $6,797-72.5% | $5,306-64.8% |