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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 | $77,813 | $89,259-12.8% | $107,187-27.4% | $82,637-5.8% |
| Participation rate | 38.8% | 67.9%-29.1pp | 75.0%-36.2pp | 68.1%-29.2pp |
| Annual return | 18.63% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,425 | $3,080-53.7% | $3,782-62.3% | $2,552-44.2% |
| Participant deferral / active EE | $1,968 | $4,037-51.3% | $5,096-61.4% | $4,126-52.3% |
| Admin fee / account holder | $3,988 | $7,381-46.0% | $9,162-56.5% | $7,339-45.7% |