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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 | $77,570 | $99,053-21.7% | $88,179-12.0% | $138,895-44.2% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.1%-22.1pp | 79.9%-32.9pp |
| Annual return | 13.31% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $837 | $2,882-70.9% | $2,549-67.2% | $4,194-80.0% |
| Participant deferral / active EE | $2,159 | $5,225-58.7% | $4,614-53.2% | $6,396-66.2% |
| Admin fee / account holder | $6,516 | $8,748-25.5% | $7,673-15.1% | $12,562-48.1% |