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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 | $61,469 | $89,367-31.2% | $141,191-56.5% | $72,975-15.8% |
| Participation rate | 65.5% | 75.1%-9.7pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 22.96% | 111.87%-88.9pp | 71.41%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $657 | $3,115-78.9% | $4,736-86.1% | $2,440-73.1% |
| Participant deferral / active EE | $4,478 | $5,419-17.4% | $6,710-33.3% | $3,608+24.1% |
| Admin fee / account holder | $5,337 | $5,957-10.4% | $10,264-48.0% | $5,124+4.2% |