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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 | $117,895-37.8% | $102,460-28.4% | $145,897-49.7% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 11.18% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,251 | $3,619-65.4% | $3,025-58.7% | $4,663-73.2% |
| Participant deferral / active EE | $3,216 | $5,736-43.9% | $5,056-36.4% | $6,689-51.9% |
| Admin fee / account holder | $1,667 | $13,353-87.5% | $9,460-82.4% | $13,390-87.6% |