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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 | $73,904 | $111,535-33.7% | $105,223-29.8% | $137,256-46.2% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 17.91% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $808 | $3,939-79.5% | $3,689-78.1% | $4,156-80.5% |
| Participant deferral / active EE | $2,468 | $5,500-55.1% | $5,072-51.3% | $6,407-61.5% |
| Admin fee / account holder | $942 | $9,721-90.3% | $8,859-89.4% | $12,270-92.3% |