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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 | $53,366 | $84,236-36.6% | $170,435-68.7% | $70,126-23.9% |
| Participation rate | 60.7% | 70.8%-10.1pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $873 | $3,387-74.2% | $5,432-83.9% | $2,343-62.7% |
| Participant deferral / active EE | $2,165 | $3,086-29.8% | $4,939-56.2% | $3,332-35.0% |
| Admin fee / account holder | $1,551 | $5,698-72.8% | $13,881-88.8% | $4,645-66.6% |