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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 | $73,152 | $76,407-4.3% | $150,298-51.3% | $82,448-11.3% |
| Participation rate | 30.8% | 66.4%-35.6pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 14.27% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $921 | $2,614-64.8% | $4,154-77.8% | $2,551-63.9% |
| Participant deferral / active EE | $2,597 | $3,214-19.2% | $5,453-52.4% | $4,139-37.3% |
| Admin fee / account holder | $1,449 | $6,352-77.2% | $14,116-89.7% | $7,234-80.0% |