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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 | $56,383 | $149,778-62.4% | $118,946-52.6% | $158,950-64.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 12.42% | 19.95%-7.5pp | 35.89%-23.5pp | 302.91%-290.5pp |
| Employer contribution / active EE | $830 | $4,117-79.8% | $3,263-74.6% | $4,762-82.6% |
| Participant deferral / active EE | $3,087 | $5,225-40.9% | $4,266-27.6% | $5,983-48.4% |
| Admin fee / account holder | $636 | $8,604-92.6% | $6,581-90.3% | $11,248-94.3% |