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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 | $110,286-42.2% | $96,569-33.9% | $139,427-54.2% |
| Participation rate | 60.9% | 78.1%-17.2pp | 76.0%-15.1pp | 80.3%-19.5pp |
| Annual return | 20.49% | 26.39%-5.9pp | 25.87%-5.4pp | 373.27%-352.8pp |
| Employer contribution / active EE | $1,513 | $3,619-58.2% | $2,965-49.0% | $4,752-68.2% |
| Participant deferral / active EE | $3,473 | $5,546-37.4% | $4,851-28.4% | $6,711-48.2% |
| Admin fee / account holder | $441 | $11,592-96.2% | $8,251-94.7% | $11,404-96.1% |