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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 | $73,208 | $110,379-33.7% | $102,412-28.5% | $145,884-49.8% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 10.62% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,256 | $4,216-70.2% | $3,870-67.6% | $4,662-73.1% |
| Participant deferral / active EE | $2,331 | $5,622-58.5% | $5,060-53.9% | $6,690-65.1% |
| Admin fee / account holder | $1,036 | $9,745-89.4% | $8,388-87.6% | $13,392-92.3% |