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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 | $60,339 | $105,960-43.1% | $81,726-26.2% | $158,982-62.0% |
| Participation rate | 41.2% | 75.6%-34.4pp | 72.0%-30.8pp | 82.0%-40.8pp |
| Annual return | 11.63% | 38.19%-26.6pp | 29.49%-17.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $670 | $7,805-91.4% | $4,311-84.5% | $4,763-85.9% |
| Participant deferral / active EE | $2,103 | $13,011-83.8% | $7,108-70.4% | $5,983-64.8% |
| Admin fee / account holder | $301 | $8,494-96.5% | $5,160-94.2% | $11,252-97.3% |