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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 | $62,806 | $172,111-63.5% | $150,298-58.2% | $137,256-54.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.02% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,325 | $4,636-71.4% | $4,154-68.1% | $4,156-68.1% |
| Participant deferral / active EE | $2,601 | $6,166-57.8% | $5,453-52.3% | $6,407-59.4% |
| Admin fee / account holder | $1,115 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |