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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 | $66,470 | $85,024-21.8% | $70,544-5.8% | $139,466-52.3% |
| Participation rate | 38.5% | 73.9%-35.4pp | 68.4%-29.9pp | 80.3%-41.9pp |
| Annual return | 22.13% | 30.39%-8.3pp | 32.79%-10.7pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,836 | $3,912-53.1% | $2,976-38.3% | $4,754-61.4% |
| Participant deferral / active EE | $3,465 | $5,891-41.2% | $4,568-24.1% | $6,712-48.4% |
| Admin fee / account holder | $402 | $8,928-95.5% | $6,427-93.7% | $11,409-96.5% |