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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 | $68,974 | $96,508-28.5% | $75,901-9.1% | $152,897-54.9% |
| Participation rate | 29.2% | 76.2%-47.0pp | 69.3%-40.1pp | 82.5%-53.3pp |
| Annual return | 25.41% | 33.99%-8.6pp | 30.76%-5.3pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,004 | $3,310-69.7% | $2,501-59.9% | $4,764-78.9% |
| Participant deferral / active EE | $2,503 | $4,554-45.0% | $3,603-30.5% | $5,851-57.2% |
| Admin fee / account holder | $1,348 | $8,081-83.3% | $5,420-75.1% | $11,599-88.4% |