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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 | $67,878 | $89,370-24.0% | $141,197-51.9% | $72,976-7.0% |
| Participation rate | 37.0% | 75.1%-38.1pp | 82.5%-45.5pp | 69.5%-32.5pp |
| Annual return | 38.48% | 111.88%-73.4pp | 71.41%-32.9pp | 81.02%-42.5pp |
| Employer contribution / active EE | $2,574 | $3,115-17.4% | $4,736-45.7% | $2,440+5.5% |
| Participant deferral / active EE | $4,661 | $5,419-14.0% | $6,710-30.5% | $3,608+29.2% |
| Admin fee / account holder | $2,606 | $5,957-56.3% | $10,265-74.6% | $5,124-49.1% |