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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 | $75,367 | $87,059-13.4% | $105,608-28.6% | $80,925-6.9% |
| Participation rate | 34.8% | 70.4%-35.7pp | 75.3%-40.5pp | 67.7%-32.9pp |
| Annual return | 10.50% | 17.05%-6.5pp | 116.50%-106.0pp | 35.65%-25.1pp |
| Employer contribution / active EE | $830 | $2,396-65.4% | $3,167-73.8% | $2,756-69.9% |
| Participant deferral / active EE | $1,695 | $3,986-57.5% | $5,010-66.2% | $4,299-60.6% |
| Admin fee / account holder | $3,370 | $8,443-60.1% | $11,028-69.4% | $6,940-51.4% |