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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 | $61,031 | $211,288-71.1% | $178,540-65.8% | $145,884-58.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 11.41% | 30.27%-18.9pp | 27.15%-15.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $794 | $4,574-82.6% | $3,953-79.9% | $4,662-83.0% |
| Participant deferral / active EE | $6,909 | $6,967-0.8% | $6,281+10.0% | $6,690+3.3% |
| Admin fee / account holder | $6,705 | $12,105-44.6% | $10,424-35.7% | $13,392-49.9% |