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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 | $60,040 | $106,280-43.5% | $96,538-37.8% | $139,487-57.0% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 24.59% | 38.48%-13.9pp | 35.74%-11.1pp | 373.84%-349.3pp |
| Employer contribution / active EE | $818 | $4,107-80.1% | $3,740-78.1% | $4,755-82.8% |
| Participant deferral / active EE | $3,329 | $5,457-39.0% | $4,880-31.8% | $6,713-50.4% |
| Admin fee / account holder | $6,558 | $7,888-16.9% | $6,737-2.7% | $11,407-42.5% |