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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 | $62,991 | $98,240-35.9% | $82,312-23.5% | $147,586-57.3% |
| Participation rate | 57.9% | 79.7%-21.8pp | 76.9%-19.0pp | 82.8%-24.9pp |
| Annual return | 10.08% | 30.85%-20.8pp | 25.88%-15.8pp | 578.59%-568.5pp |
| Employer contribution / active EE | $648 | $3,192-79.7% | $2,428-73.3% | $4,876-86.7% |
| Participant deferral / active EE | $2,508 | $4,383-42.8% | $3,706-32.3% | $5,439-53.9% |
| Admin fee / account holder | $3,077 | $8,563-64.1% | $5,608-45.1% | $10,886-71.7% |