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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 | $66,525 | $103,393-35.7% | $87,103-23.6% | $152,909-56.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 20.17% | 28.10%-7.9pp | 28.19%-8.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,992 | $3,221-38.2% | $2,521-21.0% | $4,764-58.2% |
| Participant deferral / active EE | $1,925 | $4,778-59.7% | $4,049-52.5% | $5,851-67.1% |
| Admin fee / account holder | $1,205 | $12,195-90.1% | $7,491-83.9% | $11,601-89.6% |