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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 | $60,475 | $94,436-36.0% | $115,599-47.7% | $82,637-26.8% |
| Participation rate | 59.4% | 70.4%-11.1pp | 74.3%-14.9pp | 68.1%-8.7pp |
| Annual return | 16.81% | 18.37%-1.6pp | 111.10%-94.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,518 | $2,324-34.7% | $2,955-48.6% | $2,552-40.5% |
| Participant deferral / active EE | $3,480 | $3,955-12.0% | $4,889-28.8% | $4,126-15.7% |
| Admin fee / account holder | $4,526 | $10,328-56.2% | $12,841-64.8% | $7,339-38.3% |