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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 | $71,133 | $93,346-23.8% | $71,796-0.9% | $273,972-74.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 8.63% | 130.39%-121.8pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $733 | $2,733-73.2% | $1,924-61.9% | $4,869-84.9% |
| Participant deferral / active EE | $2,800 | $3,475-19.4% | $2,794+0.2% | $5,287-47.0% |
| Admin fee / account holder | $6,697 | $6,571+1.9% | $4,815+39.1% | $10,133-33.9% |