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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 | $110,337-43.0% | $102,383-38.6% | $145,877-56.9% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 9.22% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,136 | $4,216-73.1% | $3,870-70.6% | $4,663-75.6% |
| Participant deferral / active EE | $2,006 | $5,621-64.3% | $5,060-60.4% | $6,691-70.0% |
| Admin fee / account holder | $12,238 | $9,750+25.5% | $8,391+45.8% | $13,402-8.7% |