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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 | $78,986 | $110,248-28.4% | $95,728-17.5% | $139,456-43.4% |
| Participation rate | 44.4% | 75.7%-31.3pp | 72.3%-27.8pp | 80.3%-35.9pp |
| Annual return | 17.17% | 27.16%-10.0pp | 28.40%-11.2pp | 373.45%-356.3pp |
| Employer contribution / active EE | $797 | $3,258-75.5% | $2,835-71.9% | $4,753-83.2% |
| Participant deferral / active EE | $849 | $4,675-81.8% | $4,245-80.0% | $6,711-87.3% |
| Admin fee / account holder | $2,883 | $6,607-56.4% | $5,673-49.2% | $11,407-74.7% |