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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 | $68,969 | $90,486-23.8% | $78,676-12.3% | $273,972-74.8% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 6.19% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,221 | $3,175-61.5% | $2,850-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $2,067 | $3,901-47.0% | $3,517-41.2% | $5,287-60.9% |
| Admin fee / account holder | $474 | $5,263-91.0% | $4,510-89.5% | $10,133-95.3% |