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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 | $73,372 | $117,859-37.7% | $102,438-28.4% | $145,959-49.7% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 11.18% | 31.72%-20.5pp | 29.37%-18.2pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,251 | $3,615-65.4% | $3,024-58.6% | $4,661-73.2% |
| Participant deferral / active EE | $3,216 | $5,732-43.9% | $5,054-36.4% | $6,689-51.9% |
| Admin fee / account holder | $1,667 | $13,318-87.5% | $9,448-82.4% | $13,398-87.6% |