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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 | $64,905 | $100,901-35.7% | $75,501-14.0% | $147,586-56.0% |
| Participation rate | 52.2% | 77.1%-25.0pp | 72.4%-20.2pp | 82.8%-30.7pp |
| Annual return | 9.56% | 35.78%-26.2pp | 27.35%-17.8pp | 578.59%-569.0pp |
| Employer contribution / active EE | $233 | $3,253-92.8% | $2,352-90.1% | $4,876-95.2% |
| Participant deferral / active EE | $1,344 | $4,027-66.6% | $3,142-57.2% | $5,439-75.3% |
| Admin fee / account holder | $5,797 | $11,285-48.6% | $5,801-0.1% | $10,886-46.7% |