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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 | $76,044 | $83,843-9.3% | $123,973-38.7% | $65,306+16.4% |
| Participation rate | 38.3% | 56.0%-17.7pp | 76.7%-38.4pp | 57.7%-19.4pp |
| Annual return | 14.15% | 19.87%-5.7pp | 388.13%-374.0pp | 21.94%-7.8pp |
| Employer contribution / active EE | $903 | $2,873-68.6% | $4,126-78.1% | $1,967-54.1% |
| Participant deferral / active EE | $1,817 | $2,997-39.4% | $5,247-65.4% | $2,959-38.6% |
| Admin fee / account holder | $3,112 | $4,735-34.3% | $11,799-73.6% | $3,480-10.6% |