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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 | $72,869 | $108,825-33.0% | $156,181-53.3% | $82,448-11.6% |
| Participation rate | 31.2% | 72.4%-41.2pp | 78.8%-47.7pp | 68.1%-36.9pp |
| Annual return | 13.22% | 20.59%-7.4pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $802 | $2,870-72.0% | $4,294-81.3% | $2,551-68.6% |
| Participant deferral / active EE | $2,341 | $4,577-48.8% | $6,132-61.8% | $4,139-43.4% |
| Admin fee / account holder | $372 | $9,341-96.0% | $14,586-97.4% | $7,234-94.9% |