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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 | $66,284 | $100,139-33.8% | $85,187-22.2% | $145,884-54.6% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.9pp |
| Annual return | 10.57% | 84.15%-73.6pp | 66.67%-56.1pp | 551.85%-541.3pp |
| Employer contribution / active EE | $611 | $3,238-81.1% | $2,732-77.6% | $4,662-86.9% |
| Participant deferral / active EE | $1,604 | $5,296-69.7% | $4,525-64.5% | $6,690-76.0% |
| Admin fee / account holder | $1,055 | $7,262-85.5% | $6,162-82.9% | $13,392-92.1% |