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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 | $70,115 | $93,345-24.9% | $119,126-41.1% | $87,485-19.9% |
| Participation rate | 44.4% | 68.7%-24.3pp | 75.8%-31.3pp | 68.9%-24.5pp |
| Annual return | 17.89% | 19.08%-1.2pp | 282.11%-264.2pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,999 | $3,172-37.0% | $4,034-50.5% | $2,596-23.0% |
| Participant deferral / active EE | $3,288 | $4,099-19.8% | $5,318-38.2% | $4,274-23.1% |
| Admin fee / account holder | $3,081 | $8,039-61.7% | $10,693-71.2% | $7,775-60.4% |