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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 | $70,674 | $103,393-31.6% | $87,103-18.9% | $152,909-53.8% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 22.35% | 28.10%-5.8pp | 28.19%-5.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $855 | $3,221-73.5% | $2,521-66.1% | $4,764-82.1% |
| Participant deferral / active EE | $4,025 | $4,778-15.8% | $4,049-0.6% | $5,851-31.2% |
| Admin fee / account holder | $607 | $12,195-95.0% | $7,491-91.9% | $11,601-94.8% |