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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 | $60,831 | $65,961-7.8% | $180,320-66.3% | $94,015-35.3% |
| Participation rate | 55.4% | 61.3%-5.8pp | 71.5%-16.1pp | 70.8%-15.4pp |
| Annual return | 11.85% | 14.27%-2.4pp | 778.54%-766.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $959 | $1,737-44.8% | $4,108-76.7% | $2,790-65.6% |
| Participant deferral / active EE | $2,536 | $3,003-15.6% | $4,304-41.1% | $4,249-40.3% |
| Admin fee / account holder | $840 | $4,901-82.9% | $10,000-91.6% | $8,951-90.6% |