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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 | $70,872 | $211,105-66.4% | $178,449-60.3% | $145,978-51.5% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.10% | 30.19%-17.1pp | 27.09%-14.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,253 | $4,569-72.6% | $3,951-68.3% | $4,662-73.1% |
| Participant deferral / active EE | $1,466 | $6,959-78.9% | $6,277-76.6% | $6,690-78.1% |
| Admin fee / account holder | $3,959 | $12,017-67.1% | $10,362-61.8% | $13,400-70.5% |