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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 | $72,312 | $96,731-25.2% | $123,973-41.7% | $86,983-16.9% |
| Participation rate | 40.9% | 70.0%-29.2pp | 76.7%-35.8pp | 69.5%-28.7pp |
| Annual return | 17.00% | 17.33%-0.3pp | 388.13%-371.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,223 | $3,297-62.9% | $4,126-70.3% | $2,584-52.7% |
| Participant deferral / active EE | $1,888 | $4,152-54.5% | $5,247-64.0% | $4,194-55.0% |
| Admin fee / account holder | $9,965 | $8,722+14.2% | $11,799-15.5% | $7,856+26.8% |