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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 | $70,579 | $181,062-61.0% | $158,223-55.4% | $155,188-54.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 31.52% | 57.39%-25.9pp | 52.09%-20.6pp | 148.84%-117.3pp |
| Employer contribution / active EE | $1,552 | $4,565-66.0% | $4,109-62.2% | $4,248-63.5% |
| Participant deferral / active EE | $4,668 | $6,134-23.9% | $5,467-14.6% | $6,531-28.5% |
| Admin fee / account holder | $3,388 | $18,825-82.0% | $16,047-78.9% | $14,480-76.6% |