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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 | $60,524 | $110,410-45.2% | $102,437-40.9% | $145,897-58.5% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 11.06% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.2pp |
| Employer contribution / active EE | $860 | $4,217-79.6% | $3,871-77.8% | $4,663-81.6% |
| Participant deferral / active EE | $3,503 | $5,622-37.7% | $5,060-30.8% | $6,689-47.6% |
| Admin fee / account holder | $2,024 | $9,745-79.2% | $8,388-75.9% | $13,390-84.9% |