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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 | $63,927 | $77,920-18.0% | $149,723-57.3% | $75,177-15.0% |
| Participation rate | 20.5% | 65.6%-45.1pp | 78.8%-58.3pp | 67.2%-46.8pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.50%-117.4pp | 160.75%-143.6pp |
| Employer contribution / active EE | $866 | $3,138-72.4% | $4,821-82.0% | $2,671-67.6% |
| Participant deferral / active EE | $1,347 | $3,411-60.5% | $5,682-76.3% | $4,126-67.3% |
| Admin fee / account holder | $5,831 | $5,951-2.0% | $13,215-55.9% | $5,651+3.2% |