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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 | $59,855 | $110,379-45.8% | $102,412-41.6% | $145,884-59.0% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 13.52% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,209 | $4,216-71.3% | $3,870-68.8% | $4,662-74.1% |
| Participant deferral / active EE | $2,911 | $5,622-48.2% | $5,060-42.5% | $6,690-56.5% |
| Admin fee / account holder | $4,888 | $9,745-49.8% | $8,388-41.7% | $13,392-63.5% |