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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 | $66,636 | $78,707-15.3% | $117,861-43.5% | $70,126-5.0% |
| Participation rate | 29.6% | 73.2%-43.6pp | 79.7%-50.0pp | 69.5%-39.9pp |
| Annual return | 17.69% | 23.30%-5.6pp | 335.11%-317.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $942 | $2,223-57.6% | $3,786-75.1% | $2,343-59.8% |
| Participant deferral / active EE | $2,201 | $3,297-33.3% | $4,482-50.9% | $3,332-34.0% |
| Admin fee / account holder | $1,831 | $5,066-63.9% | $8,021-77.2% | $4,645-60.6% |