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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 | $70,473 | $95,415-26.1% | $185,851-62.1% | $85,851-17.9% |
| Participation rate | 35.3% | 68.8%-33.5pp | 81.7%-46.4pp | 69.3%-34.0pp |
| Annual return | 17.98% | 23.59%-5.6pp | 122.11%-104.1pp | 318.63%-300.7pp |
| Employer contribution / active EE | $692 | $3,314-79.1% | $5,168-86.6% | $2,565-73.0% |
| Participant deferral / active EE | $3,655 | $3,424+6.8% | $5,569-34.4% | $3,952-7.5% |
| Admin fee / account holder | $2,342 | $7,215-67.5% | $16,245-85.6% | $6,261-62.6% |