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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 | $63,586 | $108,882-41.6% | $96,754-34.3% | $154,746-58.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 15.88% | 98.39%-82.5pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,098 | $3,018-63.6% | $2,679-59.0% | $4,379-74.9% |
| Participant deferral / active EE | $2,124 | $5,323-60.1% | $4,758-55.4% | $6,730-68.4% |
| Admin fee / account holder | $2,296 | $10,200-77.5% | $8,905-74.2% | $14,365-84.0% |