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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 | $75,221 | $91,179-17.5% | $178,499-57.9% | $79,852-5.8% |
| Participation rate | 37.5% | 69.2%-31.7pp | 81.9%-44.4pp | 69.6%-32.1pp |
| Annual return | 10.39% | 24.19%-13.8pp | 151.10%-140.7pp | 31.72%-21.3pp |
| Employer contribution / active EE | $396 | $3,256-87.8% | $5,011-92.1% | $2,471-84.0% |
| Participant deferral / active EE | $2,275 | $3,236-29.7% | $5,202-56.3% | $3,740-39.2% |
| Admin fee / account holder | $1,657 | $6,749-75.4% | $13,986-88.2% | $5,306-68.8% |