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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 | $66,783 | $162,821-59.0% | $133,978-50.2% | $158,982-58.0% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 27.09% | 41.95%-14.9pp | 45.10%-18.0pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,509 | $4,976-69.7% | $3,919-61.5% | $4,763-68.3% |
| Participant deferral / active EE | $3,737 | $5,910-36.8% | $5,047-26.0% | $5,983-37.5% |
| Admin fee / account holder | $510 | $11,742-95.7% | $8,930-94.3% | $11,252-95.5% |