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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 | $69,097 | $97,125-28.9% | $86,233-19.9% | $137,256-49.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 14.32% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,449 | $2,841-49.0% | $2,504-42.2% | $4,156-65.1% |
| Participant deferral / active EE | $1,786 | $5,180-65.5% | $4,559-60.8% | $6,407-72.1% |
| Admin fee / account holder | $13,762 | $9,725+41.5% | $8,342+65.0% | $12,270+12.2% |