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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 | $63,268 | $99,345-36.3% | $84,753-25.3% | $273,972-76.9% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 20.16% | 22.93%-2.8pp | 22.78%-2.6pp | 41.46%-21.3pp |
| Employer contribution / active EE | $1,495 | $4,214-64.5% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,701 | $6,645-74.4% | $5,333-68.1% | $10,133-83.2% |