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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 | $76,887 | $110,379-30.3% | $102,412-24.9% | $145,884-47.3% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.5pp |
| Annual return | 13.62% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,447 | $4,216-65.7% | $3,870-62.6% | $4,662-69.0% |
| Participant deferral / active EE | $2,537 | $5,622-54.9% | $5,060-49.9% | $6,690-62.1% |
| Admin fee / account holder | $326 | $9,745-96.7% | $8,388-96.1% | $13,392-97.6% |