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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 | $59,960 | $162,821-63.2% | $133,978-55.2% | $158,982-62.3% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 13.42% | 41.95%-28.5pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $960 | $4,976-80.7% | $3,919-75.5% | $4,763-79.8% |
| Participant deferral / active EE | $6,079 | $5,910+2.9% | $5,047+20.4% | $5,983+1.6% |
| Admin fee / account holder | $743 | $11,742-93.7% | $8,930-91.7% | $11,252-93.4% |