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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 | $59,038 | $162,785-63.7% | $133,959-55.9% | $158,950-62.9% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 13.78% | 41.94%-28.2pp | 45.09%-31.3pp | 302.91%-289.1pp |
| Employer contribution / active EE | $1,003 | $4,975-79.8% | $3,919-74.4% | $4,762-78.9% |
| Participant deferral / active EE | $2,640 | $5,910-55.3% | $5,047-47.7% | $5,983-55.9% |
| Admin fee / account holder | $1,759 | $11,738-85.0% | $8,928-80.3% | $11,248-84.4% |