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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 | $70,002 | $78,705-11.1% | $117,860-40.6% | $70,124-0.2% |
| Participation rate | 58.1% | 73.2%-15.1pp | 79.7%-21.6pp | 69.5%-11.5pp |
| Annual return | 13.38% | 23.30%-9.9pp | 335.10%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $725 | $2,223-67.4% | $3,786-80.8% | $2,342-69.0% |
| Participant deferral / active EE | $2,053 | $3,297-37.7% | $4,482-54.2% | $3,332-38.4% |
| Admin fee / account holder | $1,612 | $5,065-68.2% | $8,021-79.9% | $4,645-65.3% |