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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 | $62,890 | $110,410-43.0% | $102,437-38.6% | $145,897-56.9% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 9.22% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,136 | $4,217-73.1% | $3,871-70.7% | $4,663-75.6% |
| Participant deferral / active EE | $2,006 | $5,622-64.3% | $5,060-60.4% | $6,689-70.0% |
| Admin fee / account holder | $12,238 | $9,745+25.6% | $8,388+45.9% | $13,390-8.6% |