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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 | $63,720 | $97,125-34.4% | $86,233-26.1% | $137,256-53.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 16.70% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $395 | $2,841-86.1% | $2,504-84.2% | $4,156-90.5% |
| Participant deferral / active EE | $2,963 | $5,180-42.8% | $4,559-35.0% | $6,407-53.7% |
| Admin fee / account holder | $4,452 | $9,725-54.2% | $8,342-46.6% | $12,270-63.7% |