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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 | $74,189 | $103,392-28.2% | $87,104-14.8% | $152,897-51.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 23.77% | 28.10%-4.3pp | 28.19%-4.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,648 | $3,221-48.8% | $2,521-34.7% | $4,764-65.4% |
| Participant deferral / active EE | $3,817 | $4,778-20.1% | $4,048-5.7% | $5,851-34.8% |
| Admin fee / account holder | $830 | $12,194-93.2% | $7,491-88.9% | $11,599-92.8% |