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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 | $73,937 | $103,393-28.5% | $87,103-15.1% | $152,909-51.6% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 28.67% | 28.10%+0.6pp | 28.19%+0.5pp | 345.46%-316.8pp |
| Employer contribution / active EE | $901 | $3,221-72.0% | $2,521-64.3% | $4,764-81.1% |
| Participant deferral / active EE | $2,001 | $4,778-58.1% | $4,049-50.6% | $5,851-65.8% |
| Admin fee / account holder | $800 | $12,195-93.4% | $7,491-89.3% | $11,601-93.1% |