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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 | $62,348 | $105,284-40.8% | $150,734-58.6% | $94,015-33.7% |
| Participation rate | 34.3% | 71.7%-37.4pp | 78.4%-44.2pp | 70.8%-36.5pp |
| Annual return | 15.71% | 15.67%0pp | 600.81%-585.1pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,078 | $3,599-70.1% | $4,918-78.1% | $2,790-61.4% |
| Participant deferral / active EE | $2,409 | $4,274-43.6% | $5,610-57.1% | $4,249-43.3% |
| Admin fee / account holder | $391 | $9,839-96.0% | $14,905-97.4% | $8,951-95.6% |