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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 | $68,580 | $84,685-19.0% | $142,942-52.0% | $67,986+0.9% |
| Participation rate | 32.9% | 61.4%-28.5pp | 76.8%-43.9pp | 57.2%-24.3pp |
| Annual return | 24.92% | 35.89%-11.0pp | 113.70%-88.8pp | 31.67%-6.7pp |
| Employer contribution / active EE | $632 | $2,263-72.1% | $4,139-84.7% | $2,019-68.7% |
| Participant deferral / active EE | $1,751 | $3,832-54.3% | $7,128-75.4% | $3,358-47.9% |
| Admin fee / account holder | $1,597 | $3,229-50.5% | $12,475-87.2% | $3,203-50.1% |