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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 | $70,998 | $78,670-9.8% | $109,173-35.0% | $85,847-17.3% |
| Participation rate | 51.1% | 68.3%-17.2pp | 75.9%-24.8pp | 69.3%-18.2pp |
| Annual return | 11.63% | 25.09%-13.5pp | 25.75%-14.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $902 | $2,734-67.0% | $3,723-75.8% | $2,565-64.8% |
| Participant deferral / active EE | $3,022 | $3,467-12.9% | $4,654-35.1% | $3,952-23.5% |
| Admin fee / account holder | $1,258 | $5,469-77.0% | $6,755-81.4% | $6,261-79.9% |