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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 | $77,535 | $103,392-25.0% | $87,104-11.0% | $152,897-49.3% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.9%-35.2pp | 82.5%-40.8pp |
| Annual return | 21.75% | 28.10%-6.3pp | 28.19%-6.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $912 | $3,221-71.7% | $2,521-63.8% | $4,764-80.8% |
| Participant deferral / active EE | $2,495 | $4,778-47.8% | $4,048-38.4% | $5,851-57.4% |
| Admin fee / account holder | $9,021 | $12,194-26.0% | $7,491+20.4% | $11,599-22.2% |