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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 | $64,950 | $78,423-17.2% | $95,964-32.3% | $79,856-18.7% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 13.69% | 19.37%-5.7pp | 91.64%-78.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $857 | $1,945-55.9% | $2,541-66.3% | $2,471-65.3% |
| Participant deferral / active EE | $2,257 | $3,440-34.4% | $4,167-45.8% | $3,741-39.7% |
| Admin fee / account holder | $1,509 | $5,622-73.2% | $6,797-77.8% | $5,306-71.6% |