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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 | $75,675 | $84,236-10.2% | $170,435-55.6% | $70,126+7.9% |
| Participation rate | 57.9% | 70.8%-12.9pp | 83.6%-25.7pp | 69.5%-11.6pp |
| Annual return | 17.90% | 23.06%-5.2pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $707 | $3,387-79.1% | $5,432-87.0% | $2,343-69.8% |
| Participant deferral / active EE | $2,916 | $3,086-5.5% | $4,939-41.0% | $3,332-12.5% |
| Admin fee / account holder | $2,340 | $5,698-58.9% | $13,881-83.1% | $4,645-49.6% |