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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 | $57,766 | $98,766-41.5% | $149,730-61.4% | $79,852-27.7% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.5%-22.8pp | 69.6%-10.0pp |
| Annual return | 14.74% | 27.43%-12.7pp | 276.70%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $610 | $3,217-81.1% | $4,645-86.9% | $2,471-75.3% |
| Participant deferral / active EE | $3,527 | $5,681-37.9% | $6,843-48.5% | $3,740-5.7% |
| Admin fee / account holder | $1,879 | $6,052-69.0% | $9,310-79.8% | $5,306-64.6% |