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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 | $76,825 | $110,379-30.4% | $102,412-25.0% | $145,884-47.3% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.5pp |
| Annual return | 19.53% | 24.84%-5.3pp | 24.94%-5.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $1,870 | $4,216-55.6% | $3,870-51.7% | $4,662-59.9% |
| Participant deferral / active EE | $3,049 | $5,622-45.8% | $5,060-39.7% | $6,690-54.4% |
| Admin fee / account holder | $18,996 | $9,745+94.9% | $8,388+126.5% | $13,392+41.8% |