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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 | $57,905 | $90,486-36.0% | $78,676-26.4% | $273,972-78.9% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 4.75% | 75.62%-70.9pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $199 | $3,175-93.7% | $2,850-93.0% | $4,869-95.9% |
| Participant deferral / active EE | $1,438 | $3,901-63.1% | $3,517-59.1% | $5,287-72.8% |
| Admin fee / account holder | $461 | $5,263-91.2% | $4,510-89.8% | $10,133-95.4% |