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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 | $72,353 | $91,559-21.0% | $133,971-46.0% | $79,852-9.4% |
| Participation rate | 62.7% | 73.3%-10.6pp | 79.8%-17.1pp | 69.6%-6.9pp |
| Annual return | 22.12% | 61.85%-39.7pp | 45.09%-23.0pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,579 | $2,384-33.8% | $3,919-59.7% | $2,471-36.1% |
| Participant deferral / active EE | $2,291 | $3,734-38.6% | $5,047-54.6% | $3,740-38.7% |
| Admin fee / account holder | $1,843 | $6,321-70.8% | $8,929-79.4% | $5,306-65.3% |