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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 | $65,262 | $93,346-30.1% | $71,796-9.1% | $273,972-76.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 7.21% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $964 | $2,733-64.7% | $1,924-49.9% | $4,869-80.2% |
| Participant deferral / active EE | $1,327 | $3,475-61.8% | $2,794-52.5% | $5,287-74.9% |
| Admin fee / account holder | $1,638 | $6,571-75.1% | $4,815-66.0% | $10,133-83.8% |