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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 | $64,822 | $78,425-17.3% | $95,956-32.4% | $79,858-18.8% |
| Participation rate | 47.1% | 73.5%-26.4pp | 77.1%-30.0pp | 69.6%-22.6pp |
| Annual return | 11.44% | 19.37%-7.9pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $567 | $1,945-70.8% | $2,541-77.7% | $2,471-77.0% |
| Participant deferral / active EE | $2,422 | $3,440-29.6% | $4,167-41.9% | $3,740-35.2% |
| Admin fee / account holder | $5,333 | $5,622-5.1% | $6,797-21.5% | $5,306+0.5% |