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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 | $73,943 | $90,400-18.2% | $186,193-60.3% | $87,485-15.5% |
| Participation rate | 28.9% | 66.2%-37.3pp | 77.1%-48.2pp | 68.9%-40.0pp |
| Annual return | 19.17% | 22.15%-3.0pp | 78.03%-58.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $820 | $2,170-62.2% | $3,918-79.1% | $2,596-68.4% |
| Participant deferral / active EE | $1,956 | $4,330-54.8% | $6,513-70.0% | $4,274-54.2% |
| Admin fee / account holder | $473 | $8,673-94.5% | $11,058-95.7% | $7,775-93.9% |