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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 | $67,068 | $103,387-35.1% | $87,102-23.0% | $152,885-56.1% |
| Participation rate | 47.4% | 79.4%-32.0pp | 76.9%-29.5pp | 82.5%-35.1pp |
| Annual return | 21.04% | 28.10%-7.1pp | 28.19%-7.2pp | 345.39%-324.4pp |
| Employer contribution / active EE | $1,402 | $3,221-56.5% | $2,521-44.4% | $4,763-70.6% |
| Participant deferral / active EE | $4,266 | $4,778-10.7% | $4,048+5.4% | $5,851-27.1% |
| Admin fee / account holder | $792 | $12,193-93.5% | $7,491-89.4% | $11,598-93.2% |