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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 | $66,380 | $106,267-37.5% | $96,520-31.2% | $139,456-52.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 18.48% | 38.45%-20.0pp | 35.72%-17.2pp | 373.45%-355.0pp |
| Employer contribution / active EE | $2,072 | $4,105-49.5% | $3,739-44.6% | $4,753-56.4% |
| Participant deferral / active EE | $2,747 | $5,454-49.6% | $4,879-43.7% | $6,711-59.1% |
| Admin fee / account holder | $804 | $7,882-89.8% | $6,733-88.1% | $11,407-93.0% |