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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 | $77,293 | $127,296-39.3% | $109,907-29.7% | $167,536-53.9% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.2%-29.8pp | 82.1%-37.7pp |
| Annual return | 17.60% | 22.97%-5.4pp | 29.46%-11.9pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,865 | $3,325-43.9% | $2,844-34.4% | $4,839-61.5% |
| Participant deferral / active EE | $4,463 | $4,513-1.1% | $4,047+10.3% | $6,342-29.6% |
| Admin fee / account holder | $362 | $7,119-94.9% | $6,069-94.0% | $12,315-97.1% |