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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 | $67,286 | $115,917-42.0% | $100,535-33.1% | $158,982-57.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 14.90% | 34.80%-19.9pp | 30.90%-16.0pp | 302.99%-288.1pp |
| Employer contribution / active EE | $941 | $4,105-77.1% | $3,419-72.5% | $4,763-80.2% |
| Participant deferral / active EE | $2,567 | $6,677-61.6% | $6,271-59.1% | $5,983-57.1% |
| Admin fee / account holder | $554 | $11,002-95.0% | $8,085-93.1% | $11,252-95.1% |