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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 | $73,024 | $172,111-57.6% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 15.95% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,923 | $4,636-58.5% | $4,154-53.7% | $4,156-53.7% |
| Participant deferral / active EE | $2,766 | $6,166-55.1% | $5,453-49.3% | $6,407-56.8% |
| Admin fee / account holder | $3,646 | $16,471-77.9% | $14,116-74.2% | $12,270-70.3% |