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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 | $71,760 | $90,400-20.6% | $186,193-61.5% | $87,485-18.0% |
| Participation rate | 38.4% | 66.2%-27.8pp | 77.1%-38.7pp | 68.9%-30.6pp |
| Annual return | 16.29% | 22.15%-5.9pp | 78.03%-61.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $904 | $2,170-58.4% | $3,918-76.9% | $2,596-65.2% |
| Participant deferral / active EE | $2,563 | $4,330-40.8% | $6,513-60.6% | $4,274-40.0% |
| Admin fee / account holder | $572 | $8,673-93.4% | $11,058-94.8% | $7,775-92.6% |