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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 | $73,303 | $78,423-6.5% | $95,964-23.6% | $79,856-8.2% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 15.83% | 19.37%-3.5pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $879 | $1,945-54.8% | $2,541-65.4% | $2,471-64.4% |
| Participant deferral / active EE | $1,969 | $3,440-42.8% | $4,167-52.8% | $3,741-47.4% |
| Admin fee / account holder | $6,766 | $5,622+20.4% | $6,797-0.5% | $5,306+27.5% |