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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 | $71,024 | $106,247-33.2% | $96,515-26.4% | $139,466-49.1% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 21.29% | 38.47%-17.2pp | 35.73%-14.4pp | 373.66%-352.4pp |
| Employer contribution / active EE | $923 | $4,106-77.5% | $3,740-75.3% | $4,754-80.6% |
| Participant deferral / active EE | $3,990 | $5,456-26.9% | $4,880-18.2% | $6,712-40.6% |
| Admin fee / account holder | $2,726 | $7,885-65.4% | $6,735-59.5% | $11,409-76.1% |