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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 | $76,318 | $101,795-25.0% | $165,100-53.8% | $80,959-5.7% |
| Participation rate | 32.5% | 71.8%-39.3pp | 78.6%-46.1pp | 67.7%-35.2pp |
| Annual return | 13.48% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $888 | $2,954-69.9% | $4,348-79.6% | $2,757-67.8% |
| Participant deferral / active EE | $2,004 | $4,476-55.2% | $6,035-66.8% | $4,300-53.4% |
| Admin fee / account holder | $9,599 | $8,221+16.8% | $12,696-24.4% | $6,925+38.6% |