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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 | $66,247 | $77,901-15.0% | $149,717-55.8% | $75,181-11.9% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 28.27% | 31.73%-3.5pp | 134.41%-106.1pp | 160.69%-132.4pp |
| Employer contribution / active EE | $1,332 | $3,137-57.5% | $4,820-72.4% | $2,671-50.1% |
| Participant deferral / active EE | $2,577 | $3,411-24.4% | $5,682-54.6% | $4,126-37.5% |
| Admin fee / account holder | $719 | $5,949-87.9% | $13,213-94.6% | $5,650-87.3% |