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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 | $72,922 | $78,690-7.3% | $161,489-54.8% | $87,485-16.6% |
| Participation rate | 48.0% | 67.5%-19.5pp | 78.7%-30.7pp | 68.9%-20.9pp |
| Annual return | 20.52% | 32.74%-12.2pp | 89.72%-69.2pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,435 | $2,588-44.5% | $4,268-66.4% | $2,596-44.7% |
| Participant deferral / active EE | $2,522 | $3,311-23.8% | $5,630-55.2% | $4,274-41.0% |
| Admin fee / account holder | $958 | $6,724-85.7% | $16,006-94.0% | $7,775-87.7% |