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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 | $60,423 | $162,529-62.8% | $130,788-53.8% | $154,746-61.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 17.59% | 510.48%-492.9pp | 386.44%-368.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $837 | $4,447-81.2% | $3,558-76.5% | $4,379-80.9% |
| Participant deferral / active EE | $3,094 | $4,808-35.7% | $4,137-25.2% | $6,730-54.0% |
| Admin fee / account holder | $598 | $7,669-92.2% | $6,673-91.0% | $14,365-95.8% |