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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 | $63,355 | $111,814-43.3% | $103,374-38.7% | $145,959-56.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 12.81% | 24.77%-12.0pp | 24.89%-12.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $988 | $4,214-76.6% | $3,869-74.5% | $4,661-78.8% |
| Participant deferral / active EE | $2,302 | $5,618-59.0% | $5,058-54.5% | $6,689-65.6% |
| Admin fee / account holder | $482 | $9,754-95.1% | $8,394-94.3% | $13,398-96.4% |