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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 | $79,708 | $165,399-51.8% | $149,745-46.8% | $158,982-49.9% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 18.23% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $1,527 | $5,105-70.1% | $4,646-67.1% | $4,763-67.9% |
| Participant deferral / active EE | $3,241 | $7,183-54.9% | $6,843-52.6% | $5,983-45.8% |
| Admin fee / account holder | $670 | $10,811-93.8% | $9,312-92.8% | $11,252-94.0% |