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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 | $78,247 | $162,821-51.9% | $133,978-41.6% | $158,982-50.8% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 10.18% | 41.95%-31.8pp | 45.10%-34.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,378 | $4,976-72.3% | $3,919-64.8% | $4,763-71.1% |
| Participant deferral / active EE | $5,027 | $5,910-14.9% | $5,047-0.4% | $5,983-16.0% |
| Admin fee / account holder | $746 | $11,742-93.7% | $8,930-91.7% | $11,252-93.4% |