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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 | $71,470 | $79,449-10.0% | $189,575-62.3% | $85,847-16.7% |
| Participation rate | 58.6% | 66.0%-7.4pp | 78.4%-19.8pp | 69.3%-10.7pp |
| Annual return | 13.27% | 18.45%-5.2pp | 64.19%-50.9pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,333 | $2,081-35.9% | $4,412-69.8% | $2,565-48.0% |
| Participant deferral / active EE | $2,236 | $4,051-44.8% | $6,174-63.8% | $3,952-43.4% |
| Admin fee / account holder | $928 | $5,377-82.7% | $9,806-90.5% | $6,261-85.2% |