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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 | $71,192 | $78,690-9.5% | $161,489-55.9% | $87,485-18.6% |
| Participation rate | 42.9% | 67.5%-24.6pp | 78.7%-35.8pp | 68.9%-26.1pp |
| Annual return | 19.11% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,634 | $2,588-36.9% | $4,268-61.7% | $2,596-37.0% |
| Participant deferral / active EE | $1,152 | $3,311-65.2% | $5,630-79.5% | $4,274-73.0% |
| Admin fee / account holder | $1,227 | $6,724-81.8% | $16,006-92.3% | $7,775-84.2% |