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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 | $54,281 | $108,882-50.1% | $96,754-43.9% | $154,746-64.9% |
| Participation rate | 42.1% | 75.1%-33.0pp | 70.3%-28.2pp | 80.7%-38.6pp |
| Annual return | 16.39% | 98.39%-82.0pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $621 | $3,018-79.4% | $2,679-76.8% | $4,379-85.8% |
| Participant deferral / active EE | $1,541 | $5,323-71.0% | $4,758-67.6% | $6,730-77.1% |
| Admin fee / account holder | $623 | $10,200-93.9% | $8,905-93.0% | $14,365-95.7% |