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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 | $58,457 | $102,938-43.2% | $94,105-37.9% | $138,895-57.9% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 13.17% | 250.28%-237.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $883 | $2,732-67.7% | $2,504-64.7% | $4,194-78.9% |
| Participant deferral / active EE | $1,578 | $4,196-62.4% | $3,881-59.4% | $6,396-75.3% |
| Admin fee / account holder | $12,705 | $6,600+92.5% | $6,199+104.9% | $12,562+1.1% |