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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 | $67,070 | $117,444-42.9% | $99,479-32.6% | $152,909-56.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.5%-42.5pp |
| Annual return | 25.87% | 31.87%-6.0pp | 30.72%-4.8pp | 345.46%-319.6pp |
| Employer contribution / active EE | $598 | $3,014-80.2% | $2,540-76.5% | $4,764-87.4% |
| Participant deferral / active EE | $2,244 | $4,086-45.1% | $3,619-38.0% | $5,851-61.6% |
| Admin fee / account holder | $3,796 | $7,635-50.3% | $6,253-39.3% | $11,601-67.3% |