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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 | $77,922 | $114,013-31.7% | $103,693-24.9% | $155,188-49.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 80.8%-43.3pp |
| Annual return | 14.36% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,631 | $3,131-47.9% | $2,920-44.1% | $4,248-61.6% |
| Participant deferral / active EE | $7,314 | $4,970+47.2% | $4,579+59.7% | $6,531+12.0% |
| Admin fee / account holder | $9,963 | $8,407+18.5% | $7,858+26.8% | $14,480-31.2% |