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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 | $70,186 | $106,247-33.9% | $96,515-27.3% | $139,466-49.7% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 19.55% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,273 | $4,106-44.6% | $3,740-39.2% | $4,754-52.2% |
| Participant deferral / active EE | $3,131 | $5,456-42.6% | $4,880-35.8% | $6,712-53.3% |
| Admin fee / account holder | $2,698 | $7,885-65.8% | $6,735-59.9% | $11,409-76.4% |