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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 | $73,420 | $88,672-17.2% | $105,223-30.2% | $82,448-10.9% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 22.37% | 30.86%-8.5pp | 180.65%-158.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $923 | $3,048-69.7% | $3,689-75.0% | $2,551-63.8% |
| Participant deferral / active EE | $2,759 | $4,036-31.7% | $5,072-45.6% | $4,139-33.4% |
| Admin fee / account holder | $1,895 | $7,146-73.5% | $8,859-78.6% | $7,234-73.8% |