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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 | $72,378 | $96,731-25.2% | $123,973-41.6% | $86,983-16.8% |
| Participation rate | 41.9% | 70.0%-28.1pp | 76.7%-34.7pp | 69.5%-27.6pp |
| Annual return | 15.90% | 17.33%-1.4pp | 388.13%-372.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,498 | $3,297-54.6% | $4,126-63.7% | $2,584-42.0% |
| Participant deferral / active EE | $3,276 | $4,152-21.1% | $5,247-37.6% | $4,194-21.9% |
| Admin fee / account holder | $9,488 | $8,722+8.8% | $11,799-19.6% | $7,856+20.8% |