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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 | $67,143 | $88,672-24.3% | $105,223-36.2% | $82,448-18.6% |
| Participation rate | 40.5% | 67.9%-27.4pp | 75.0%-34.5pp | 68.1%-27.5pp |
| Annual return | 17.27% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,317 | $3,048-56.8% | $3,689-64.3% | $2,551-48.4% |
| Participant deferral / active EE | $4,185 | $4,036+3.7% | $5,072-17.5% | $4,139+1.1% |
| Admin fee / account holder | $2,348 | $7,146-67.1% | $8,859-73.5% | $7,234-67.5% |