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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 | $72,641 | $109,359-33.6% | $162,171-55.2% | $72,983-0.5% |
| Participation rate | 47.6% | 84.3%-36.6pp | 87.6%-39.9pp | 69.5%-21.9pp |
| Annual return | 25.17% | 25.46%-0.3pp | 115.60%-90.4pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,582 | $3,907-59.5% | $5,613-71.8% | $2,440-35.2% |
| Participant deferral / active EE | $3,532 | $5,481-35.6% | $7,297-51.6% | $3,608-2.1% |
| Admin fee / account holder | $1,070 | $7,972-86.6% | $10,843-90.1% | $5,124-79.1% |