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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 | $65,458 | $225,673-71.0% | $203,872-67.9% | $155,188-57.8% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 12.33% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $760 | $4,099-81.5% | $3,757-79.8% | $4,248-82.1% |
| Participant deferral / active EE | $2,920 | $6,893-57.6% | $6,388-54.3% | $6,531-55.3% |
| Admin fee / account holder | $4,167 | $12,327-66.2% | $11,730-64.5% | $14,480-71.2% |