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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 | $59,688 | $211,224-71.7% | $178,505-66.6% | $145,897-59.1% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 13.16% | 30.28%-17.1pp | 27.16%-14.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,293 | $4,577-49.9% | $3,955-42.0% | $4,663-50.8% |
| Participant deferral / active EE | $4,232 | $6,966-39.2% | $6,280-32.6% | $6,689-36.7% |
| Admin fee / account holder | $1,577 | $12,109-87.0% | $10,428-84.9% | $13,390-88.2% |