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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 | $73,714 | $106,923-31.1% | $84,023-12.3% | $152,909-51.8% |
| Participation rate | 29.2% | 75.3%-46.1pp | 69.0%-39.9pp | 82.5%-53.3pp |
| Annual return | 24.56% | 105.02%-80.5pp | 71.32%-46.8pp | 345.46%-320.9pp |
| Employer contribution / active EE | $725 | $2,735-73.5% | $1,984-63.5% | $4,764-84.8% |
| Participant deferral / active EE | $1,715 | $4,013-57.3% | $3,239-47.1% | $5,851-70.7% |
| Admin fee / account holder | $1,132 | $8,289-86.3% | $6,102-81.4% | $11,601-90.2% |