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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 | $73,471 | $96,491-23.9% | $75,894-3.2% | $152,885-51.9% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.3%-4.6pp | 82.5%-17.7pp |
| Annual return | 25.86% | 33.98%-8.1pp | 30.76%-4.9pp | 345.39%-319.5pp |
| Employer contribution / active EE | $924 | $3,310-72.1% | $2,501-63.0% | $4,763-80.6% |
| Participant deferral / active EE | $2,471 | $4,553-45.7% | $3,603-31.4% | $5,851-57.8% |
| Admin fee / account holder | $1,775 | $8,079-78.0% | $5,420-67.3% | $11,598-84.7% |