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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 | $72,725 | $100,003-27.3% | $146,685-50.4% | $85,856-15.3% |
| Participation rate | 59.3% | 73.1%-13.8pp | 80.1%-20.8pp | 69.3%-10.1pp |
| Annual return | 15.92% | 18.93%-3.0pp | 22.75%-6.8pp | 318.58%-302.7pp |
| Employer contribution / active EE | $704 | $2,559-72.5% | $4,137-83.0% | $2,565-72.6% |
| Participant deferral / active EE | $2,545 | $4,006-36.5% | $5,507-53.8% | $3,952-35.6% |
| Admin fee / account holder | $3,364 | $7,704-56.3% | $10,281-67.3% | $6,261-46.3% |