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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 | $74,296 | $91,086-18.4% | $203,872-63.6% | $86,983-14.6% |
| Participation rate | 56.8% | 65.8%-9.0pp | 77.8%-21.0pp | 69.5%-12.8pp |
| Annual return | 13.26% | 22.30%-9.0pp | 85.11%-71.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,275 | $2,063-38.2% | $3,757-66.1% | $2,584-50.6% |
| Participant deferral / active EE | $2,755 | $4,019-31.5% | $6,388-56.9% | $4,194-34.3% |
| Admin fee / account holder | $3,182 | $8,987-64.6% | $11,730-72.9% | $7,856-59.5% |