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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 | $67,626 | $106,267-36.4% | $96,520-29.9% | $139,456-51.5% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 11.18% | 38.45%-27.3pp | 35.72%-24.5pp | 373.45%-362.3pp |
| Employer contribution / active EE | $1,597 | $4,105-61.1% | $3,739-57.3% | $4,753-66.4% |
| Participant deferral / active EE | $4,088 | $5,454-25.1% | $4,879-16.2% | $6,711-39.1% |
| Admin fee / account holder | $2,606 | $7,882-66.9% | $6,733-61.3% | $11,407-77.2% |