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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 | $108,882-41.5% | $96,754-34.1% | $154,746-58.8% |
| Participation rate | 53.3% | 75.1%-21.7pp | 70.3%-16.9pp | 80.7%-27.4pp |
| Annual return | 16.70% | 98.39%-81.7pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $395 | $3,018-86.9% | $2,679-85.2% | $4,379-91.0% |
| Participant deferral / active EE | $2,963 | $5,323-44.3% | $4,758-37.7% | $6,730-56.0% |
| Admin fee / account holder | $4,452 | $10,200-56.4% | $8,905-50.0% | $14,365-69.0% |