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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 | $57,977 | $105,960-45.3% | $81,726-29.1% | $158,982-63.5% |
| Participation rate | 56.3% | 75.6%-19.4pp | 72.0%-15.8pp | 82.0%-25.7pp |
| Annual return | 15.38% | 38.19%-22.8pp | 29.49%-14.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $497 | $7,805-93.6% | $4,311-88.5% | $4,763-89.6% |
| Participant deferral / active EE | $708 | $13,011-94.6% | $7,108-90.0% | $5,983-88.2% |
| Admin fee / account holder | $3,206 | $8,494-62.3% | $5,160-37.9% | $11,252-71.5% |