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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 | $61,642 | $88,360-30.2% | $145,433-57.6% | $67,986-9.3% |
| Participation rate | 34.3% | 65.5%-31.2pp | 82.1%-47.8pp | 57.2%-22.9pp |
| Annual return | 18.28% | 63.15%-44.9pp | 66.58%-48.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $990 | $3,054-67.6% | $4,554-78.3% | $2,019-51.0% |
| Participant deferral / active EE | $2,310 | $5,932-61.1% | $7,897-70.8% | $3,358-31.2% |
| Admin fee / account holder | $2,717 | $3,313-18.0% | $13,129-79.3% | $3,203-15.2% |