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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 | $60,798 | $76,551-20.6% | $123,894-50.9% | $62,881-3.3% |
| Participation rate | 63.9% | 73.0%-9.1pp | 81.4%-17.5pp | 69.3%-5.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,810 | $2,882-37.2% | $4,617-60.8% | $2,281-20.6% |
| Participant deferral / active EE | $4,024 | $4,840-16.9% | $5,984-32.8% | $3,203+25.6% |
| Admin fee / account holder | $966 | $4,826-80.0% | $8,357-88.4% | $4,296-77.5% |