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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 | $72,705 | $78,428-7.3% | $95,960-24.2% | $79,852-9.0% |
| Participation rate | 40.7% | 73.5%-32.8pp | 77.1%-36.3pp | 69.6%-28.9pp |
| Annual return | 18.82% | 19.37%-0.6pp | 91.63%-72.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $535 | $1,945-72.5% | $2,541-78.9% | $2,471-78.3% |
| Participant deferral / active EE | $1,996 | $3,440-42.0% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $8,440 | $5,622+50.1% | $6,797+24.2% | $5,306+59.1% |