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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 | $75,388 | $135,954-44.5% | $123,893-39.2% | $273,968-72.5% |
| Participation rate | 31.3% | 84.1%-52.8pp | 81.4%-50.2pp | 83.0%-51.8pp |
| Annual return | 8.87% | 56.63%-47.8pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $917 | $5,170-82.3% | $4,617-80.1% | $4,869-81.2% |
| Participant deferral / active EE | $3,172 | $6,343-50.0% | $5,984-47.0% | $5,287-40.0% |
| Admin fee / account holder | $908 | $9,817-90.8% | $8,357-89.1% | $10,132-91.0% |