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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 | $67,976 | $125,778-46.0% | $114,563-40.7% | $154,746-56.1% |
| Participation rate | 36.8% | 75.2%-38.3pp | 72.9%-36.1pp | 80.7%-43.9pp |
| Annual return | 15.59% | 295.14%-279.5pp | 241.09%-225.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,523 | $2,806-45.7% | $2,592-41.2% | $4,379-65.2% |
| Participant deferral / active EE | $4,347 | $4,445-2.2% | $4,142+5.0% | $6,730-35.4% |
| Admin fee / account holder | $585 | $8,190-92.9% | $7,623-92.3% | $14,365-95.9% |