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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 | $71,857 | $96,524-25.6% | $75,900-5.3% | $152,909-53.0% |
| Participation rate | 35.7% | 76.2%-40.5pp | 69.3%-33.6pp | 82.5%-46.7pp |
| Annual return | 26.07% | 33.93%-7.9pp | 30.73%-4.7pp | 345.46%-319.4pp |
| Employer contribution / active EE | $893 | $3,311-73.0% | $2,501-64.3% | $4,764-81.3% |
| Participant deferral / active EE | $2,162 | $4,554-52.5% | $3,604-40.0% | $5,851-63.1% |
| Admin fee / account holder | $3,675 | $8,082-54.5% | $5,421-32.2% | $11,601-68.3% |