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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 | $72,825 | $99,652-26.9% | $78,778-7.6% | $147,586-50.7% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 15.46% | 47.28%-31.8pp | 35.62%-20.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $582 | $2,796-79.2% | $1,986-70.7% | $4,876-88.1% |
| Participant deferral / active EE | $2,355 | $3,664-35.7% | $2,958-20.4% | $5,439-56.7% |
| Admin fee / account holder | $1,151 | $7,155-83.9% | $5,134-77.6% | $10,886-89.4% |