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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 | $57,480 | $176,794-67.5% | $146,647-60.8% | $167,553-65.7% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 12.23% | 24.04%-11.8pp | 22.75%-10.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $1,893 | $5,161-63.3% | $4,137-54.3% | $4,840-60.9% |
| Participant deferral / active EE | $4,757 | $6,440-26.1% | $5,506-13.6% | $6,343-25.0% |
| Admin fee / account holder | $6,455 | $13,262-51.3% | $10,281-37.2% | $12,316-47.6% |