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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 | $73,934 | $78,690-6.0% | $161,489-54.2% | $87,485-15.5% |
| Participation rate | 42.4% | 67.5%-25.1pp | 78.7%-36.3pp | 68.9%-26.6pp |
| Annual return | 17.57% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,109 | $2,588-57.2% | $4,268-74.0% | $2,596-57.3% |
| Participant deferral / active EE | $1,942 | $3,311-41.4% | $5,630-65.5% | $4,274-54.6% |
| Admin fee / account holder | $6,166 | $6,724-8.3% | $16,006-61.5% | $7,775-20.7% |