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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 | $60,850 | $124,346-51.1% | $111,308-45.3% | $167,536-63.7% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 21.45% | 37.45%-16.0pp | 54.67%-33.2pp | 478.82%-457.4pp |
| Employer contribution / active EE | $986 | $3,437-71.3% | $2,732-63.9% | $4,839-79.6% |
| Participant deferral / active EE | $4,395 | $5,182-15.2% | $4,487-2.1% | $6,342-30.7% |
| Admin fee / account holder | $898 | $10,621-91.5% | $7,965-88.7% | $12,315-92.7% |