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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 | $68,343 | $88,672-22.9% | $105,223-35.0% | $82,448-17.1% |
| Participation rate | 36.7% | 67.9%-31.3pp | 75.0%-38.4pp | 68.1%-31.4pp |
| Annual return | 32.53% | 30.86%+1.7pp | 180.65%-148.1pp | 41.64%-9.1pp |
| Employer contribution / active EE | $1,594 | $3,048-47.7% | $3,689-56.8% | $2,551-37.5% |
| Participant deferral / active EE | $3,554 | $4,036-11.9% | $5,072-29.9% | $4,139-14.1% |
| Admin fee / account holder | $3,275 | $7,146-54.2% | $8,859-63.0% | $7,234-54.7% |