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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 | $64,066 | $81,208-21.1% | $98,920-35.2% | $79,852-19.8% |
| Participation rate | 53.2% | 72.5%-19.3pp | 76.0%-22.8pp | 69.6%-16.4pp |
| Annual return | 23.32% | 60.99%-37.7pp | 196.47%-173.1pp | 31.72%-8.4pp |
| Employer contribution / active EE | $555 | $1,960-71.7% | $2,689-79.4% | $2,471-77.5% |
| Participant deferral / active EE | $3,535 | $3,265+8.3% | $4,245-16.7% | $3,740-5.5% |
| Admin fee / account holder | $945 | $6,013-84.3% | $6,643-85.8% | $5,306-82.2% |