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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 | $69,102 | $90,486-23.6% | $78,676-12.2% | $273,972-74.8% |
| Participation rate | 30.8% | 76.5%-45.8pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 6.03% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $714 | $3,175-77.5% | $2,850-75.0% | $4,869-85.3% |
| Participant deferral / active EE | $3,785 | $3,901-3.0% | $3,517+7.6% | $5,287-28.4% |
| Admin fee / account holder | $920 | $5,263-82.5% | $4,510-79.6% | $10,133-90.9% |