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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 | $76,183 | $103,392-26.3% | $87,104-12.5% | $152,897-50.2% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 24.33% | 28.10%-3.8pp | 28.19%-3.9pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,114 | $3,221-65.4% | $2,521-55.8% | $4,764-76.6% |
| Participant deferral / active EE | $3,586 | $4,778-25.0% | $4,048-11.4% | $5,851-38.7% |
| Admin fee / account holder | $369 | $12,194-97.0% | $7,491-95.1% | $11,599-96.8% |