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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 | $72,820 | $89,370-18.5% | $141,197-48.4% | $72,976-0.2% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 24.98% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $675 | $3,115-78.3% | $4,736-85.7% | $2,440-72.3% |
| Participant deferral / active EE | $4,315 | $5,419-20.4% | $6,710-35.7% | $3,608+19.6% |
| Admin fee / account holder | $15,329 | $5,957+157.3% | $10,265+49.3% | $5,124+199.1% |