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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 | $59,659 | $93,346-36.1% | $71,796-16.9% | $273,972-78.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 10.55% | 130.39%-119.8pp | 78.04%-67.5pp | 41.46%-30.9pp |
| Employer contribution / active EE | $611 | $2,733-77.6% | $1,924-68.2% | $4,869-87.4% |
| Participant deferral / active EE | $3,251 | $3,475-6.4% | $2,794+16.4% | $5,287-38.5% |
| Admin fee / account holder | $4,872 | $6,571-25.9% | $4,815+1.2% | $10,133-51.9% |