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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 | $60,610 | $76,407-20.7% | $150,298-59.7% | $82,448-26.5% |
| Participation rate | 9.6% | 66.4%-56.8pp | 77.8%-68.1pp | 68.1%-58.4pp |
| Annual return | 18.88% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $381 | $2,614-85.4% | $4,154-90.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,173 | $3,214-63.5% | $5,453-78.5% | $4,139-71.7% |
| Admin fee / account holder | $1,568 | $6,352-75.3% | $14,116-88.9% | $7,234-78.3% |