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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 | $60,621 | $73,107-17.1% | $114,563-47.1% | $87,485-30.7% |
| Participation rate | 23.1% | 65.8%-42.7pp | 72.9%-49.8pp | 68.9%-45.9pp |
| Annual return | 14.59% | 19.47%-4.9pp | 241.09%-226.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $492 | $1,881-73.8% | $2,592-81.0% | $2,596-81.0% |
| Participant deferral / active EE | $1,395 | $3,144-55.6% | $4,142-66.3% | $4,274-67.4% |
| Admin fee / account holder | $6,653 | $5,770+15.3% | $7,623-12.7% | $7,775-14.4% |