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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 | $73,334 | $76,407-4.0% | $150,298-51.2% | $82,448-11.1% |
| Participation rate | 31.6% | 66.4%-34.8pp | 77.8%-46.2pp | 68.1%-36.5pp |
| Annual return | 13.52% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,022 | $2,614-60.9% | $4,154-75.4% | $2,551-59.9% |
| Participant deferral / active EE | $2,197 | $3,214-31.7% | $5,453-59.7% | $4,139-46.9% |
| Admin fee / account holder | $1,085 | $6,352-82.9% | $14,116-92.3% | $7,234-85.0% |