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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 | $62,132 | $85,766-27.6% | $136,298-54.4% | $70,126-11.4% |
| Participation rate | 53.7% | 74.2%-20.4pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 16.95% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,306 | $2,966-56.0% | $4,696-72.2% | $2,343-44.2% |
| Participant deferral / active EE | $2,273 | $5,051-55.0% | $6,247-63.6% | $3,332-31.8% |
| Admin fee / account holder | $972 | $5,421-82.1% | $9,244-89.5% | $4,645-79.1% |