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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 | $72,643 | $99,875-27.3% | $146,866-50.5% | $86,983-16.5% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 33.39% | 28.10%+5.3pp | 102.85%-69.5pp | 25.83%+7.6pp |
| Employer contribution / active EE | $626 | $3,224-80.6% | $4,425-85.9% | $2,584-75.8% |
| Participant deferral / active EE | $2,917 | $6,322-53.9% | $7,759-62.4% | $4,194-30.4% |
| Admin fee / account holder | $3,502 | $7,838-55.3% | $13,620-74.3% | $7,856-55.4% |