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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 | $75,867 | $78,682-3.6% | $109,188-30.5% | $85,851-11.6% |
| Participation rate | 30.8% | 68.3%-37.5pp | 75.9%-45.1pp | 69.3%-38.6pp |
| Annual return | 13.28% | 25.09%-11.8pp | 25.76%-12.5pp | 318.63%-305.4pp |
| Employer contribution / active EE | $1,077 | $2,734-60.6% | $3,723-71.1% | $2,565-58.0% |
| Participant deferral / active EE | $2,564 | $3,468-26.1% | $4,654-44.9% | $3,952-35.1% |
| Admin fee / account holder | $6,484 | $5,470+18.5% | $6,755-4.0% | $6,261+3.6% |