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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 | $68,758 | $98,776-30.4% | $149,745-54.1% | $79,856-13.9% |
| Participation rate | 39.6% | 75.8%-36.2pp | 82.5%-42.9pp | 69.6%-30.1pp |
| Annual return | 15.90% | 27.38%-11.5pp | 276.72%-260.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $680 | $3,217-78.9% | $4,646-85.4% | $2,471-72.5% |
| Participant deferral / active EE | $3,749 | $5,681-34.0% | $6,843-45.2% | $3,741+0.2% |
| Admin fee / account holder | $788 | $6,053-87.0% | $9,312-91.5% | $5,306-85.2% |