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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 | $60,291 | $78,428-23.1% | $95,960-37.2% | $79,852-24.5% |
| Participation rate | 59.1% | 73.5%-14.4pp | 77.1%-18.0pp | 69.6%-10.5pp |
| Annual return | 15.58% | 19.37%-3.8pp | 91.63%-76.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $583 | $1,945-70.1% | $2,541-77.1% | $2,471-76.4% |
| Participant deferral / active EE | $2,557 | $3,440-25.7% | $4,167-38.6% | $3,740-31.6% |
| Admin fee / account holder | $6,805 | $5,622+21.0% | $6,797+0.1% | $5,306+28.2% |