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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 | $66,909 | $91,552-26.9% | $133,956-50.1% | $79,860-16.2% |
| Participation rate | 24.1% | 73.3%-49.2pp | 79.8%-55.7pp | 69.6%-45.5pp |
| Annual return | 14.51% | 61.85%-47.3pp | 45.09%-30.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $884 | $2,384-62.9% | $3,919-77.4% | $2,471-64.2% |
| Participant deferral / active EE | $1,945 | $3,733-47.9% | $5,048-61.5% | $3,740-48.0% |
| Admin fee / account holder | $9,078 | $6,321+43.6% | $8,927+1.7% | $5,306+71.1% |