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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 | $60,164 | $84,236-28.6% | $170,435-64.7% | $70,126-14.2% |
| Participation rate | 28.8% | 70.8%-42.0pp | 83.6%-54.8pp | 69.5%-40.7pp |
| Annual return | 19.50% | 23.06%-3.6pp | 205.94%-186.4pp | 73.15%-53.7pp |
| Employer contribution / active EE | $966 | $3,387-71.5% | $5,432-82.2% | $2,343-58.7% |
| Participant deferral / active EE | $2,116 | $3,086-31.4% | $4,939-57.2% | $3,332-36.5% |
| Admin fee / account holder | $2,439 | $5,698-57.2% | $13,881-82.4% | $4,645-47.5% |