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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 | $69,326 | $112,729-38.5% | $98,716-29.8% | $137,256-49.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 16.44% | 38.48%-22.0pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $936 | $2,725-65.7% | $2,279-58.9% | $4,156-77.5% |
| Participant deferral / active EE | $1,626 | $4,640-65.0% | $4,048-59.8% | $6,407-74.6% |
| Admin fee / account holder | $6,703 | $10,129-33.8% | $8,703-23.0% | $12,270-45.4% |