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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 | $55,105 | $78,690-30.0% | $161,489-65.9% | $87,485-37.0% |
| Participation rate | 37.8% | 67.5%-29.7pp | 78.7%-40.9pp | 68.9%-31.2pp |
| Annual return | 16.28% | 32.74%-16.5pp | 89.72%-73.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $522 | $2,588-79.8% | $4,268-87.8% | $2,596-79.9% |
| Participant deferral / active EE | $1,455 | $3,311-56.1% | $5,630-74.2% | $4,274-66.0% |
| Admin fee / account holder | $6,224 | $6,724-7.4% | $16,006-61.1% | $7,775-19.9% |