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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 | $65,055 | $91,559-28.9% | $133,978-51.4% | $79,856-18.5% |
| Participation rate | 35.9% | 73.3%-37.4pp | 79.8%-43.9pp | 69.6%-33.7pp |
| Annual return | 14.56% | 61.85%-47.3pp | 45.10%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $927 | $2,384-61.1% | $3,919-76.3% | $2,471-62.5% |
| Participant deferral / active EE | $2,977 | $3,734-20.3% | $5,047-41.0% | $3,741-20.4% |
| Admin fee / account holder | $1,199 | $6,321-81.0% | $8,930-86.6% | $5,306-77.4% |