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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 | $63,793 | $110,240-42.1% | $96,544-33.9% | $139,487-54.3% |
| Participation rate | 60.9% | 78.1%-17.3pp | 76.0%-15.1pp | 80.3%-19.5pp |
| Annual return | 20.49% | 26.41%-5.9pp | 25.88%-5.4pp | 373.84%-353.4pp |
| Employer contribution / active EE | $1,513 | $3,622-58.2% | $2,966-49.0% | $4,755-68.2% |
| Participant deferral / active EE | $3,473 | $5,549-37.4% | $4,851-28.4% | $6,713-48.3% |
| Admin fee / account holder | $441 | $11,602-96.2% | $8,254-94.7% | $11,407-96.1% |