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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 | $66,568 | $157,829-57.8% | $136,867-51.4% | $198,609-66.5% |
| Participation rate | 37.5% | 77.2%-39.7pp | 74.5%-37.0pp | 82.4%-44.9pp |
| Annual return | 17.67% | 51.25%-33.6pp | 42.97%-25.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,140 | $3,923-70.9% | $3,547-67.9% | $5,055-77.4% |
| Participant deferral / active EE | $4,383 | $5,463-19.8% | $4,924-11.0% | $6,977-37.2% |
| Admin fee / account holder | $1,397 | $11,107-87.4% | $10,340-86.5% | $19,030-92.7% |