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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 | $66,735 | $106,864-37.6% | $147,318-54.7% | $82,637-19.2% |
| Participation rate | 25.4% | 75.5%-50.1pp | 82.1%-56.7pp | 68.1%-42.7pp |
| Annual return | 19.31% | 27.49%-8.2pp | 70.43%-51.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $904 | $3,417-73.5% | $4,593-80.3% | $2,552-64.6% |
| Participant deferral / active EE | $2,490 | $6,496-61.7% | $7,906-68.5% | $4,126-39.7% |
| Admin fee / account holder | $975 | $8,415-88.4% | $13,708-92.9% | $7,339-86.7% |