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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 | $77,323 | $96,731-20.1% | $123,973-37.6% | $86,983-11.1% |
| Participation rate | 44.7% | 70.0%-25.3pp | 76.7%-32.0pp | 69.5%-24.8pp |
| Annual return | 18.27% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,299 | $3,297-60.6% | $4,126-68.5% | $2,584-49.7% |
| Participant deferral / active EE | $2,263 | $4,152-45.5% | $5,247-56.9% | $4,194-46.0% |
| Admin fee / account holder | $3,546 | $8,722-59.3% | $11,799-69.9% | $7,856-54.9% |