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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 | $62,597 | $93,346-32.9% | $71,796-12.8% | $273,972-77.2% |
| Participation rate | 45.8% | 76.5%-30.7pp | 69.1%-23.3pp | 83.0%-37.2pp |
| Annual return | 4.01% | 130.39%-126.4pp | 78.04%-74.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $387 | $2,733-85.8% | $1,924-79.9% | $4,869-92.1% |
| Participant deferral / active EE | $1,963 | $3,475-43.5% | $2,794-29.8% | $5,287-62.9% |
| Admin fee / account holder | $1,810 | $6,571-72.5% | $4,815-62.4% | $10,133-82.1% |